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White Oak Select Growth (WOGSX) Fund Ranking and Research

Ranking, Research and Recommendation of White Oak Select Growth (WOGSX) Fund

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Graph of White Oak Select Growth Fund (WOGSX) ManagerFund Manager - James D. Oelschlager

Fund Manager Information

Fund Manager Tenure: 27.3 years
Fund Family: Oak Associates
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Mr. Oelschlager has more than 40 years of investment experience. He founded Oak Associates, ltd in 1985 and currently serves as Managing Member and Chief Investment Officer. Mr. Oelschlager is the Portfolio Manager for the White Oak Growth Stock Fund and oversees the Large Cap Growth separate accounts. Previously, he served as the Director of Investments of the Firestone & Rubber Company, where he was directly responsible for the management of the company's pension assets. Mr. Oelschlager holds a BA in Economics from Denison University and a J.D. from Northwestern School of Law.  Get more insights on James D. Oelschlager

 

Graph of White Oak Select Growth Fund (WOGSX) ProfileWhite Oak Select Growth Fund (WOGSX) Profile

Fund Profile and Description

White Oak Select Growth Fund seeks long-term growth of capital. White Oak Select Growth Fund normally invests at least 80% of assets in common stocks of established U.S. companies with market capitalizations of greater than $5 billion. In selecting investments for the Fund, the Adviser chooses stocks of companies which it believes have above average growth potential at attractive prices.

 

White Oak Select Growth (WOGSX) Fund Strength What we like about White Oak Select Growth (WOGSX) Fund

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

  • White Oak Select Growth Fund (WOGSX) management has been with White Oak Select Growth Fund for 27.3 years
  • White Oak Select Growth Fund (WOGSX) has good short-term performance (1-year return 5.40% vs -1.74% Large Growth category median performance)
  • White Oak Select Growth Fund (WOGSX) has good mid-term performance (3-year return 10.89% vs 10.74% Large Growth category median performance)
  • Asset base in White Oak Select Growth Fund (WOGSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • White Oak Select Growth Fund (WOGSX) has an annual stock turnover rate of 9.00% vs Large Growth average of 50.46%. It is good that White Oak Select Growth management does not trade extensively for its return.
  • White Oak Select Growth Fund (WOGSX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.17%
  • White Oak Select Growth Fund (WOGSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

White Oak Select Growth Fund (WOGSX) Weakness What we are cautious about White Oak Select Growth (WOGSX) Fund

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

  • White Oak Select Growth Fund (WOGSX) has a less-than-ideal Long-term performance (5-year return 9.79% vs 10.14% Large Growth category median performance)
  • White Oak Select Growth Fund (WOGSX) ratio of up-years vs down years can be improved
  • White Oak Select Growth Fund (WOGSX) has a Morningstar rating of 3 and below
  • White Oak Select Growth Fund (WOGSX) is less safe compared to its Large Growth peers
  • White Oak Select Growth Fund (WOGSX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.44 that is higher than category average of 12.75
See White Oak Select Growth Fund (WOGSX) performance details as of May 30, 2016

 

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

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
White Oak Select Growth0.555.4010.899.79
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare White Oak Select Growth Fund (WOGSX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of White Oak Select Growth Fund (WOGSX) Net Asset TrackingWhite Oak Select Growth (WOGSX) Fund Net Asset

Track net asset change of White Oak Select Growth fund (WOGSX)

DateNet Asset
05/2016$253.15M
03/2016$246.47M
02/2016$233.35M
More historic net asset information on White Oak Select Growth Fund (WOGSX)

  

Graph of White Oak Select Growth Fund (WOGSX) Portfolio TrackingWhite Oak Select Growth (WOGSX) Fund Portfolio Allocation

Track portfolio allocation change of White Oak Select Growth fund (WOGSX)

DateCashStockBondOther
03/20160%100%0%0%
12/20157.22%92.78%0%0%
09/20156.78%93.22%0%0%
Click here to see more historic asset allocation information on White Oak Select Growth Fund (WOGSX)

 

graph of White Oak Select Growth Fund (WOGSX) Top 10 Position TrackingTop 10 Holdings in White Oak Select Growth (WOGSX) Fund

Discover what White Oak Select Growth Fund (WOGSX) manager is buying

Mar 30, 2016
Cisco Systems, Inc. [7%]
JP Morgan Chase & Co. Common St [6.99%]
Amazon.com, Inc. [6.72%]
Amgen Inc. [6.6%]
Charles Schwab Corporation (The [5.59%]
KLA-Tencor Corporation [5.34%]
U.S. Bancorp Common Stock [5.3%]
Alphabet Inc. [5.01%]
Alphabet Inc. [4.88%]
Xilinx, Inc. [4.25%]

Dec 30, 2015
JP Morgan Chase & Co. Common St [7.35%]
Amgen Inc. [6.75%]
Cisco Systems, Inc. [6.3%]
Charles Schwab Corporation (The [5.89%]
U.S. Bancorp Common Stock [5.25%]
Alphabet Inc. [4.82%]
KLA-Tencor Corporation [4.8%]
Teva Pharmaceutical Industries [4.77%]
Alphabet Inc. [4.74%]
Xilinx, Inc. [3.98%]

Sep 29, 2015
JP Morgan Chase & Co. Common St [7.45%]
Cisco Systems, Inc. [6.69%]
Amgen Inc. [6.31%]
C.R. Bard, Inc. Common Stock [5.83%]
Charles Schwab Corporation (The [5.61%]
U.S. Bancorp Common Stock [5.54%]
Cognizant Technology Solutions [5.34%]
Teva Pharmaceutical Industries [4.82%]
Ace Limited Common Stock [4.5%]
Alphabet Inc. [4.27%]
Click here for Stock Holding Change Map in White Oak Select Growth Fund (WOGSX)

  

Latest News on White Oak Select Growth (WOGSX) Fund

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