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Oak Funds Commentary & News

TheStreet Recognizes Red Oak and Live Oak among "Best Funds 2012"

First Quarter 2012 Market Commentary
“Time Heals All Wounds” by Robert Stimpson, CFA

The Wall Street Journal Recognizes Red Oak Technology Select Fund
April 2012

Dow Jones: “Black Oak Emerging Tech Fund Follows Long, Deep Path”
March 2012

First Quarter 2012 Fact Sheets
Performance, statistics, holdings and other fund information

Red Oak Technology Select Fund Named to Schwab's Mutual Fund Select List Advisor Edition
March 2012

Economic Update by Mark Oelschlager, CFA
March 12, 2012

CNN/Money: Mark Oelschlager comments on the tech sector
February 2012

USA Today: “Investing: Follow the Boomers and buy health care stocks”
February 2012

TheStreet.Com: "Tech Funds that Look Enticing"
February 2012

The Wall Street Journal Recognizes Black Oak Emerging Technology Fund and Rock Oak Core Growth Fund

February 2012

SmartMoney: Pin Oak Equity Fund Recognized in “Top 100 Mutual Funds”
February 2012

Mark Oelschlager discusses management of Pin Oak Equity Fund
February 2012

The Associated Press: Live Oak Health Sciences Fund featured in "Fund Focus"
January 2012

Forbes: "If You Could Love Only One Stock in 2012"
January 2012

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

The Wall Street Journal
See the Oak Associates Funds that were recognized in 2011.

Investor’s Business Daily
See the Oak Associates Funds that were recognized in 2011.

Dow Jones: “Red Oak Fund Targets Strong Tech Platforms”
November 2011

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

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

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

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

Economic Update: August 9, 2011
By Jim Oelschlager

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

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

My Oak Account

Online Account Access

Market Center

Closing prices as of 5/17/2012:
White Oak $39.16 $‑0.63
Pin Oak $30.51 $‑0.56
Rock Oak $11.26 $‑0.24
River Oak $13.24 $‑0.32
Red Oak $9.80 $‑0.17
Black Oak $2.81 $‑0.06
Live Oak $13.76 $‑0.16

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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