Oak Harvest - Asset Management Company | Morningstar

Morningstar

Oak Harvest Investments

Mutual Funds

View All Oak Harvest Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

96.86M

Investment Flows (TTM)

8.04M

Asset Growth Rate (TTM)

9.30%

# of Share Classes

1

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	0
	0
	0
	0
Not Rated	1
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
Oak Harvest Long/Short Hedged Equity Fund Institutional Shares	—	—

View All 5-Star Standouts

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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