Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Oak Harvest Long/Shrt Hdg Eq Inst OHFGX
- NAV / 1-Day Return 10.95 / +0.18 %
- Total Assets 63.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover —
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis OHFGX
Will OHFGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date —
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings —