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White Oak Select Growth (WOGSX)
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145.86 - YTD Return 8.13%
- Expense Ratio 0.93%
- Category Large Blend
- Last Cap Gain 54.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 396.28M
- Beta (5Y Monthly) 1.00
- Yield 0.60%
- 5y Average Return --
- Holdings Turnover 3.00%
- Last Dividend 0.86
- 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
396.28M
Net Assets
1992-08-03
Inception Date
Performance Overview: WOGSX
Trailing returns as of 5/31/2024. Category is Large Blend.
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Holdings: WOGSX
Top 10 Holdings (66.77% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWOGSX
Technology 25.16%
Healthcare 21.81%
Communication Services 20.31%
Financial Services 17.20%
Consumer Cyclical 15.52%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Recent News: WOGSX
Research Reports: WOGSX
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