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Oak Associates Funds

Oak Associates is a company that sells mutual funds with $1,201M in... Oak Associates is a company that sells mutual funds with $1,201M in assets under management. The average expense ratio from all mutual funds is 0.92%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1992. The average manager tenure for all managers at Oak Associates is 7.24 years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Oak Associates is a company that sells mutual funds with $1,201M in assets under management. The average expense ratio from all mutual funds is 0.92%. 100.00% of all the mutual funds are no... Oak Associates is a company that sells mutual funds with $1,201M in assets under management. The average expense ratio from all mutual funds is 0.92%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1992. The average manager tenure for all managers at Oak Associates is 7.24 years. The company offers investors 7 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

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As of 12/1/23
RED OAK TECHNOLOGY SELECT FUND

ROGSX | Fund | Other

$39.43

+0.31%

$517.01 M

0.06%

$0.02

31.77%

7.44%

14.29%

15.38%

0.92%

WHITE OAK SELECT GROWTH FUND

WOGSX | Fund | Other

$127.52

+0.50%

$347.53 M

0.41%

$0.53

13.65%

4.40%

9.48%

10.44%

0.91%

PIN OAK EQUITY FUND

POGSX | Fund | Other

$78.60

+0.47%

$118.56 M

0.12%

$0.09

16.05%

3.54%

7.96%

9.12%

0.95%

$6.93

+1.46%

$52.38 M

0.00%

$0.00

2.77%

1.46%

13.62%

11.69%

1.03%

LIVE OAK HEALTH SCIENCES FUND

LOGSX | Fund | Other

$21.19

+0.52%

$51.64 M

0.34%

$0.07

-4.11%

6.81%

6.39%

7.75%

1.02%

RIVER OAK DISCOVERY FUND

RIVSX | Fund | Other

$16.26

+1.56%

$21.93 M

0.15%

$0.02

-2.90%

4.19%

10.94%

6.92%

1.45%

ROCK OAK CORE GROWTH FUND

RCKSX | Fund | Other

$16.25

+1.12%

$9.90 M

0.31%

$0.05

5.68%

0.75%

4.57%

6.77%

1.50%

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