Nasdaq - Delayed Quote USD
Rock Oak Core Growth (RCKSX)
18.02
-0.45
(-2.44%)
At close: 8:02:04 PM EDT
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- Previous Close
18.47 - YTD Return -0.99%
- Expense Ratio 1.25%
- Category Mid-Cap Blend
- Last Cap Gain 39.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 12.04M
- Beta (5Y Monthly) 0.83
- Yield 0.25%
- 5y Average Return --
- Holdings Turnover 11.00%
- Last Dividend 0.05
- Inception Date Dec 31, 2004
The fund invests primarily in common stocks of mid capitalization companies, though the fund may also hold positions in large market capitalization companies. 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").
Oak Associates
Fund Family
Mid-Cap Blend
Fund Category
12.04M
Net Assets
2004-12-31
Inception Date
Performance Overview: RCKSX
View MoreTrailing returns as of 4/8/2025. Category is Mid-Cap Blend.
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Holdings: RCKSX
View MoreSector Weightings
SectorRCKSX
Industrials 32.47%
Healthcare 23.56%
Technology 17.71%
Financial Services 14.64%
Consumer Cyclical 8.17%
Basic Materials 3.46%
Real Estate 0.00%
Consumer Defensive 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: RCKSX
View MoreResearch Reports: RCKSX
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