Nasdaq - Delayed Quote USD
Pin Oak Equity (POGSX)
78.03
+0.54
+(0.70%)
As of 8:08:55 AM EDT. Market Open.
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77.49 - YTD Return 4.93%
- Expense Ratio 0.97%
- Category Large Blend
- Last Cap Gain 36.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 135.42M
- Beta (5Y Monthly) 0.92
- Yield 0.30%
- 5y Average Return --
- Holdings Turnover 10.00%
- Last Dividend 0.28
- Inception Date Aug 3, 1992
The fund invests primarily in common stocks of U.S. companies that the Adviser believes have above-average growth potential at attractive prices. It 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") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.
Oak Associates
Fund Family
Large Blend
Fund Category
135.42M
Net Assets
1992-08-03
Inception Date
Performance Overview: POGSX
View MoreTrailing returns as of 4/1/2025. Category is Large Blend.
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Holdings: POGSX
View MoreSector Weightings
SectorPOGSX
Technology 26.09%
Financial Services 24.82%
Healthcare 17.94%
Communication Services 16.70%
Consumer Cyclical 11.00%
Industrials 2.14%
Energy 1.31%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Recent News: POGSX
View MoreResearch Reports: POGSX
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