Oakhurst Strategic Defined Risk Fund (OASDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OASDX
OASDX charges 1.89% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among OASDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | OASDX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | OASDX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | OASDX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | OASDX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | OASDX vs BTPIX |
Best Risk-Adjusted Alternatives to OASDX
Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | OASDX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | OASDX vs QLEIX | |
| AQR Long-Short Equity N | 93 | Jul 16, 2013 | OASDX vs QLENX | |
| Vanguard Market Neutral Fund Institutional Shares | 93 | Oct 19, 1998 | OASDX vs VMNIX | |
| Boston Partners Long/Short Equity Fund | 93 | Nov 16, 1998 | OASDX vs BPLEX |
Top Performing OASDX Alternatives (YTD)
OASDX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.14% | Jul 6, 2003 | OASDX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.51% | Dec 3, 2014 | OASDX vs PWLIX | |
| Vanguard Market Neutral Fund Institutional Shares | 6.12% | Oct 19, 1998 | OASDX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 6.09% | Nov 11, 1998 | OASDX vs VMNFX | |
| Invenomic Fund Institutional Class | 6.05% | Jun 19, 2017 | OASDX vs BIVIX |
Lowest Volatility Alternatives to OASDX
OASDX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.68% | Jun 26, 2014 | OASDX vs MNWIX | |
| Neuberger Berman Long Short Fund | 6.34% | Dec 28, 2011 | OASDX vs NLSIX | |
| Federated Hermes MDT Market Neutral A | 6.39% | Sep 30, 2008 | OASDX vs QAMNX | |
| Knights of Columbus Long/Short Equity Fund | 6.52% | Dec 1, 2019 | OASDX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.59% | Dec 11, 2012 | OASDX vs ASILX |
Lowest Drawdown Alternatives to OASDX
OASDX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | OASDX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | OASDX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | OASDX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | OASDX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | OASDX vs QAMNX |
Often Compared With OASDX
What investors most often compare with OASDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | OASDX vs VB |
Compare OASDX with Any Fund or Stock
Compare OASDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.