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Oak Funds Commentary & News

January 2012: The Wall Street Journal Recognizes Red Oak Technology Select Fund

December 2011: The Wall Street Journal Recognizes Red Oak Technology Select Fund

Fourth Quarter 2011 Fact Sheets
Performance, statistics, holdings and other fund information

Fourth Quarter 2011 Market Commentary
By Mark Oelschlager, CFA

December 2011: Live Oak Health Sciences Fund Commentary
By Mark Oelschlager, CFA

Annual Shareholder Letter
By Mark Oelschlager, CFA

2011 Capital Gains and Dividend Distribution Information
Live Oak makes distribution.

2011 Manager Discussion & Analysis - Fiscal year reviews by Jim Oelschlager, Mark Oelschlager and Robert Stimpson

Red Oak Technology Select Fund and Live Oak Health Sciences Fund Recognized as "Category Kings"

The Wall Street Journal and Investor's Business Daily
Three Oak Associates Funds recognized

Third Quarter Market Commentary
"This is Not 2008" by Robert Stimpson, CFA

October 2011: Live Oak Health Sciences Fund Commentary 
By Mark Oelschlager, CFA

Information on New Cost Basis Method
New IRS regulations to affect cost basis reporting. 

Live Oak Health Sciences Fund Recognized as "Category King" Among Health & Biotechnology Funds

August 2011 Commentary: Live Oak Health Sciences Fund
By Mark Oelschlager, CFA

Market Commentary: August 10, 2011
"The Return of Fear" by Mark Oelschlager, CFA

Economic Update: August 9, 2011
By Jim Oelschlager

The Wall Street Journal Recognizes Live Oak 
Live Oak Health Sciences appeared in the WSJ's list of "Second Quarter Best Performers."

Investor's Business Daily Recognizes Live Oak
Live Oak Health Sciences appeared in Investor's Business Daily's "Quarterly Leaders" and "Six-Month" Leaders.

Live Oak Health Sciences Commentary
By Mark Oelschlager, CFA

Second Quarter Market Commentary
By Mark Oelschlager, CFA

Pin Oak Equity Fund Featured in Louis Rukeyser's Mutual Funds
"Comeback Story" by John Bishop

Market Commentary: April, 2011
"The USA Gets Downgraded - Almost" by Mark Oelschlager, CFA

Oak Associates Funds Is Pleased to Announce
Live Oak Health Sciences Fund chosen for the Charles Schwab Select List

Over 25 Years of Growth Investing
Investing Principles at Oak Associates Fund

First Quarter Market Commentary
"Let Them Eat Crude" by Robert Stimpson, CFA

Live Oak Health Sciences Commentary
By Mark Oelschlager, CFA

The Wall Street Journal 
White Oak Select Growth Fund appeared in the WSJ's list of "Category Kings" among Large-Cap Growth Funds.

My Oak Account

Online Account Access

Market Center

Closing prices as of 1/27/2012:
White Oak $40.18 $0.10
Pin Oak $30.22 $‑0.01
Rock Oak $11.90 $0.04
River Oak $14.04 $0.07
Red Oak $10.14 $0.07
Black Oak $2.93 $0.02
Live Oak $14.00 $0.01

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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