Oakhurst Fixed Income Fund Institutional Shares
OHFIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
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2-Year Total Return
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Forward Dividend Yield
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Price
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52-Week Low
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NAV
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1-Month High
52-Week Low
52-Week High
Company Information
Provider
Oakhurst
Manager/Tenure
(Years)
(Years)
Barry Julien (12), John Han (2)
Website
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Address
Oakhurst
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Country
United States
Phone Number
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Investment Strategy
The investment seeks total return. The fund seeks to achieve its investment objective of total return by investing primarily in a diversified portfolio of investment grade fixed-income securities that Oakhurst Capital Advisors, LLC (the “Sub-Adviser”) believes offer the potential for capital appreciation and current income Total return for the fund will consist of income, dividends and capital appreciation. Normally, it will invest at least 80% of its net assets plus any borrowings for investment purposes in investment grade fixed-income securities.