Oakhurst Fixed Income Fund Year To Date Return
| OHFIX Fund | USD 8.66 0.04 0.46% |
Oakhurst Fixed Income fundamentals help investors to digest information that contributes to Oakhurst Fixed's financial success or failures. It also enables traders to predict the movement of Oakhurst Mutual Fund. The fundamental analysis module provides a way to measure Oakhurst Fixed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oakhurst Fixed mutual fund.
Oakhurst |
Oakhurst Fixed Income Mutual Fund Year To Date Return Analysis
Oakhurst Fixed's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Oakhurst Fixed Income has a Year To Date Return of 0.0%. This indicator is about the same for the Oakhurst average (which is currently at 0.0) family and about the same as Intermediate Core-Plus Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Oakhurst Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oakhurst Fixed's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oakhurst Fixed could also be used in its relative valuation, which is a method of valuing Oakhurst Fixed by comparing valuation metrics of similar companies.Oakhurst Fixed is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Oakhurst Fixed
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides Oakhurst Fixed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oakhurst Fundamentals
| Total Asset | 111.64 M | ||||
| Net Asset | 111.64 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 0.71 % | ||||
| Bond Positions Weight | 99.29 % |
About Oakhurst Fixed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakhurst Fixed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakhurst Fixed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakhurst Fixed Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Fixed financial ratios help investors to determine whether Oakhurst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakhurst with respect to the benefits of owning Oakhurst Fixed security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |