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Oak Funds Commentary & News

Quarterly Fact Sheets (updated!)
Performance, statistics, holdings and other fund information

First Quarter 2016 Market Commentary
By Robert Stimpson, CFA

February, 2016 Market Update
By Mark Oelschlager, CFA

2015 Annual Letter to Shareholders
By Mark Oelschlager, CFA

2015 Year-End Distributions

Forbes interviews Mark Oelschlager, featuring Pin Oak Equity
October 2015

Third Quarter 2015 Market Commentary
By Robert Stimpson, CFA

September, 2015 Market Commentary
By Mark Oelschlager, CFA

August, 2015 Market Update
By Mark Oelschlager, CFA

Second Quarter 2015 Market Commentary
By Mark Oelschlager, CFA

First Quarter 2015 Market Commentary
By Robert Stimpson, CFA

The Secret to Building Wealth
By Mark Oelschlager, CFA

My Oak Account

Online Account Access

The Secret to Building Wealth The Secret to Building Wealth

Market Center

Closing prices as of 6/28/2016:
White Oak $61.81 $1.21
Pin Oak $47.56 $0.91
Rock Oak $11.48 $0.20
River Oak $13.17 $0.29
Red Oak $16.73 $0.25
Black Oak $4.00 $0.06
Live Oak $19.25 $0.32

To view standardized performance, please click on the fund name above.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click on the individual fund name in the Fund Center on the homepage or call 1-888-462-5386. Holdings are subject to change.

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