Morningstar

Oak Harvest

Oak Harvest Parent Rating

Below Average
Morningstar Manager Research

Due to Oak Harvest's short track record as a firm, seven months, there has not been time to demonstrate whether it has a unique value proposition over peer asset managers.

This earns the firm a Below Average Parent Pillar rating. The firm currently manages one vehicle, with a total of$ 58.0 million under management across a group of four strategy managers. Oak Harvest has done a commendable job of recruiting experienced managers to join the firm, as evidenced by the average industry experience of over 15 years. The firm's earliest portfolio manager hire, Christopher P. Perras, has more than 20 years of industry experience.

As Oak Harvest builds and continues to develop a track record, its rating will be adjusted accordingly.

Oak Harvest Investments

Mutual Funds

View All Oak Harvest Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

61.37 Mil

Investment Flows (TTM)

58.07 Mil

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Oak Harvest Long/Shrt Hdg Eq Inst——
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