Oakhurst Strategic Defined Fund Buy Hold or Sell Recommendation

OASDX Fund  USD 11.83  0.06  0.50%   
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Oakhurst Strategic Defined is 'Strong Sell'. Macroaxis provides Oakhurst Strategic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OASDX positions. The advice algorithm takes into account all of Oakhurst Strategic's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oakhurst Strategic's buy or sell advice are summarized below:
Real Value
10.8
Hype Value
11.83
Market Value
11.83
Naive Value
11.86
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oakhurst Strategic Defined given historical horizon and risk tolerance towards Oakhurst Strategic. When Macroaxis issues a 'buy' or 'sell' recommendation for Oakhurst Strategic Defined, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Oakhurst Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Oakhurst and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Oakhurst Strategic Defined. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.

Execute Oakhurst Strategic Buy or Sell Advice

The Oakhurst recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oakhurst Strategic Defined. Macroaxis does not own or have any residual interests in Oakhurst Strategic Defined or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakhurst Strategic's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakhurst StrategicBuy Oakhurst Strategic
Strong Sell

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakhurst Strategic Defined has a Mean Deviation of 0.3432, Standard Deviation of 0.4393, Variance of 0.193, Downside Variance of 0.1452, Semi Variance of (0.01) and Expected Short fall of (0.45)
Our trade recommendations tool can cross-verify current analyst consensus on Oakhurst Strategic and to analyze the entity potential to grow in the current economic cycle. Please employ Oakhurst Strategic five year return to make buy, hold, or sell decision on Oakhurst Strategic.

Oakhurst Strategic Trading Alerts and Improvement Suggestions

The fund maintains about 6.81% of its assets in cash

Oakhurst Strategic Returns Distribution Density

The distribution of Oakhurst Strategic's historical returns is an attempt to chart the uncertainty of Oakhurst Strategic's future price movements. The chart of the probability distribution of Oakhurst Strategic daily returns describes the distribution of returns around its average expected value. We use Oakhurst Strategic Defined price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakhurst Strategic returns is essential to provide solid investment advice for Oakhurst Strategic.
Mean Return
0.11
Value At Risk
-0.54
Potential Upside
0.90
Standard Deviation
0.44
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oakhurst Strategic historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oakhurst Strategic Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oakhurst Strategic or Oakhurst sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oakhurst Strategic's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oakhurst fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.10
β
Beta against NYSE Composite-0.03
σ
Overall volatility
0.45
Ir
Information ratio -0.06

Oakhurst Strategic Volatility Alert

Oakhurst Strategic Defined exhibits very low volatility with skewness of 0.27 and kurtosis of 0.66. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakhurst Strategic's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oakhurst Strategic's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Oakhurst Strategic Fundamentals Vs Peers

Comparing Oakhurst Strategic's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oakhurst Strategic's direct or indirect competition across all of the common fundamentals between Oakhurst Strategic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakhurst Strategic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakhurst Strategic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakhurst Strategic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakhurst Strategic to competition
FundamentalsOakhurst StrategicPeer Average
Annual Yield0.02 %0.29 %
Year To Date Return6.46 %0.39 %
One Year Return23.11 %4.15 %
Three Year Return6.44 %3.60 %
Five Year Return6.78 %3.24 %
Net Asset80.58 M4.11 B
Minimum Initial Investment25 K976.16 K
Cash Position Weight6.81 %10.61 %
Equity Positions Weight48.90 %63.90 %
Bond Positions Weight42.94 %11.24 %

Oakhurst Strategic Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oakhurst . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Oakhurst Strategic Buy or Sell Advice

When is the right time to buy or sell Oakhurst Strategic Defined? Buying financial instruments such as Oakhurst Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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ISP
ISP Theme
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 44 constituents at this time.
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Check out Oakhurst Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Oakhurst Strategic information on this page should be used as a complementary analysis to other Oakhurst Strategic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

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When running Oakhurst Strategic's price analysis, check to measure Oakhurst Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakhurst Strategic is operating at the current time. Most of Oakhurst Strategic's value examination focuses on studying past and present price action to predict the probability of Oakhurst Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oakhurst Strategic's price. Additionally, you may evaluate how the addition of Oakhurst Strategic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakhurst Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oakhurst Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakhurst Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.