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White Oak Select Growth (WOGSX)

168.63 -2.88 (-1.68%)
At close: 8:10:28 AM EST
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  • Previous Close 171.51
  • YTD Return 8.84%
  • Expense Ratio 0.90%
  • Category Large Blend
  • Last Cap Gain 67.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 471.1M
  • Beta (5Y Monthly) 0.96
  • Yield 0.45%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.81
  • Inception Date Aug 3, 1992

The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

Oak Associates

Fund Family

Large Blend

Fund Category

471.1M

Net Assets

1992-08-03

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

WOGSX
8.84%
Category
5.31%

1-Year Return

WOGSX
15.88%
Category
20.31%

3-Year Return

WOGSX
21.23%
Category
6.48%

5-Year Return

WOGSX
10.78%
Category
11.78%

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