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White Oak Select Growth Fund (WOGSX)

Fund performance review and position details on White Oak Select Growth Fund (WOGSX)

    Last Trade: $ on , Change: (0%)

White Oak Select Growth Fund (WOGSX) HighlightWhite Oak Select Growth Fund (WOGSX) Fund Summary

White Oak Select Growth Fund (WOGSX) statistics as of May 30, 2016

Category: Large Growth
Fund Family: Oak Associates
Net Asset: $253.15M
Yield: 0.64%
Year-to-Date Return: 0.55%
Morningstar rating: 3

 

White Oak Select Growth Fund (WOGSX) CostWhite Oak Select Growth Fund (WOGSX) Cost

White Oak Select Growth Fund (WOGSX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Large Growth average): 1.06% (1.17%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 9.00%

 

White Oak Select Growth Fund (WOGSX) PerformanceWhite Oak Select Growth Fund (WOGSX) Performance

Most current White Oak Select Growth Fund (WOGSX) Performance

1-month Performance (Large Growth category median performance): 4.26% (2.15%)
3-month Performance (Large Growth category median performance): 11.88% (8.20%)
1 Year Performance (Large Growth category median performance): 5.40% (-1.74%)
3 Year Performance (Large Growth category median performance): 10.89% (10.74%)
5 Year Performance (Large Growth category median performance): 9.79% (10.14%)
Number of Years of positive return: 15 years
Number of Years of negative return: 8 years
3 year Alpha (Large Growth category average): -0.92 (-0.82)
3 year Beta (Large Growth category average): 1.09 (1.04)
3 year Sharpe Ratio: 0.83
3 year Treynor: 9.89

White Oak Select Growth Fund (WOGSX) topholdingTop Stock Holdings in White Oak Select Growth Fund (WOGSX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Cisco Systems, Inc.7%0.00%
JP Morgan Chase & Co. Common St6.99%0.00%
Amazon.com, Inc.6.72%0.00%
Amgen Inc.6.6%0.00%
Charles Schwab Corporation (The5.59%0.00%
KLA-Tencor Corporation5.34%0.00%
U.S. Bancorp Common Stock5.3%0.00%
Alphabet Inc.5.01%0.00%
Alphabet Inc.4.88%0.00%
Xilinx, Inc.4.25%0.00%
*Note: The price change will reset to 0 after the midnight

 

White Oak Select Growth Fund (WOGSX) Portfolio AllocationWhite Oak Select Growth Fund (WOGSX) Fund Portfolio Allocation

White Oak Select Growth Fund (WOGSX) Fund Portfolio Allocation data as of 03/2016

Stock100%
Bond0%
Cash0%
Other0%

 

White Oak Select Growth Fund (WOGSX) CompareCompare with other Large Growth category mutual funds

Below are some additional Large Growth mutual funds generated out of our database

Fund1 Year3 year5 year
White Oak Select Growth5.4010.899.79
American Funds AMCAP R6 (RAFGX)-1.1311.8211.94 Compare
AB Core Opportunities Advisor (ADGYX)3.3612.0412.15 Compare
Eaton Vance Growth R (ELCRX)0.1013.0010.73 Compare

See top fund managers for Large Growth Category Funds

 

White Oak Select Growth Fund (WOGSX) PerformanceOther Financial Data Web Sites on White Oak Select Growth Fund (WOGSX)

Addition research sites for White Oak Select Growth Fund (WOGSX)

 

White Oak Select Growth Fund (WOGSX) Related ResourcesSee more information on White Oak Select Growth (WOGSX) Fund

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