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Oak Funds Commentary & News

Quarterly Fact Sheets
Performance, statistics, holdings and other fund information

The Secret to Building Wealth
By Mark Oelschlager, CFA

April 2014 Market Commentary
By Mark Oelschlager, CFA

First Quarter 2014 Market Commentary
By Robert Stimpson, CFA

Fourth Quarter 2013 Market Commentary
By Mark Oelschlager, CFA

2013 Annual Letter to Shareholders
by Mark Oelschlager, CFA

Kiplinger's: Pin Oak among "Top-Performing Mutual Funds"
December 2013

2013 Year-End Distributions

2013 Manager Discussion & Analysis - Fiscal year reviews by Jim Oelschlager, Mark W. Oelschlager and Robert Stimpson

Red Oak Named to Charles Schwab Select List for Third Quarter
ROGSX passes rigorous screening process

The Wall Street Journal Recognizes White Oak Select Growth
July 2013

Pin Oak Equity Among "Five-Year Best Performers"
July 2013

Barron's: "Like Father, Like Son"
Barron's features Red Oak Technology Select Fund

The Wall Street Transcript
Features Live Oak Health Sciences Fund

The Wall Street Journal Recognizes White Oak Select Growth and Red Oak Technology Select
March 2013

Dow Jones: “Pin Oak Fund Doesn’t Have Time for Short-Term Trends”
February 2013

Forbes: Love Only One
February 2013

The Wall Street Journal Recognizes White Oak Select Growth and Black Oak Emerging Technology
February 2013

Economic Update
"Is the Fed Doing the Right Thing?" by Mark Oelschlager, CFA

Additional News and Commentaries
View Archives

My Oak Account

Online Account Access

Market Center

Closing prices as of 9/16/2014:
White Oak $59.63 $0.34
Pin Oak $49.91 $0.26
Rock Oak $14.32 $0.11
River Oak $17.68 $0.10
Red Oak $16.27 $0.07
Black Oak $4.18 $0.05
Live Oak $21.43 $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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