Oakhurst Strategic Defined Risk Fund (OASDX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OASDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OASDX
OASDX charges 1.89% annually. There are 37 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | OASDX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | OASDX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.58M | Jan 2026 | OASDX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | OASDX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | OASDX vs BTPIX |
Best Risk-Adjusted Alternatives to OASDX
Among 50 mutual funds in the Long-Short category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Apr 2014 | OASDX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Dec 2013 | OASDX vs JAKRX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | OASDX vs BPLEX | |
| BlackRock Global Long/Short Equity Fund Class I | 92 | — | Dec 2012 | OASDX vs BDMIX | |
| Gotham Absolute Return Fund | 88 | — | Aug 2012 | OASDX vs GARIX |
Top Performing OASDX Alternatives (YTD)
Among 53 mutual funds in the Long-Short category with YTD return data, the top-performing alternatives shown here go as high as 18.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 18.07% | — | Jul 2003 | OASDX vs SAOAX | |
| ACM Dynamic Opportunity Fund | 13.72% | — | Jan 2015 | OASDX vs ADOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.49% | — | Apr 2014 | OASDX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.30% | — | Dec 2013 | OASDX vs JAKRX | |
| BlackRock Global Long/Short Equity Fund Class I | 12.48% | — | Dec 2012 | OASDX vs BDMIX |
Lowest Volatility Alternatives to OASDX
Among 54 mutual funds in the Long-Short category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 4.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 4.91% | — | Dec 2011 | OASDX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.31% | — | Dec 2012 | OASDX vs ASILX | |
| MFS Managed Wealth Fund | 5.54% | — | Jun 2014 | OASDX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 5.85% | — | Dec 2019 | OASDX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 5.91% | — | Jan 2012 | OASDX vs WRAIX |
Lowest Drawdown Alternatives to OASDX
Among 50 mutual funds in the Long-Short category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | OASDX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | OASDX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.54% | — | Dec 2012 | OASDX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | OASDX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | OASDX vs GARIX |
Often Compared With OASDX
Investors most often compare OASDX with VB, BIVIX, SNOIX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OASDX with Any Fund or Stock
Compare OASDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OASDX with funds that move differently
Oakhurst Strategic Defined Risk Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OASDX.
Explore OASDX Diversifiers