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Coverdell Education Savings Account
Commentary
Market Commentary First Quarter 2008
The first quarter of 2008 was a difficult one for US stocks. Pronounced weakness throughout much of January finally diminished after a surprise 75 basis point inter-meeting interest rate cut by the Federal Reserve, followed by a second 50 basis point cut a week later.  

Oak Funds In The News
  • SmartMoney.com: Robert Stimpson quoted in "Small Caps Face Head winds in 2008," 12/27
  • Barron's: Jim Oelschlager quoted in 'Fund of Information' column on large-cap growth, 12/17
  • IBD: Robert Stimpson quoted in 'Investment Trends' column, 12/11
  • Dow Jones: Robert Stimpson quoted in "Taking Stock" column, 11/30
  • USA Today: Mark Oelschlager quoted on IAC/InterActiveCorp, 11/6
  • Wall Street Journal: Mark Oelschlager quoted in funds quarterly, 10/2



My Oak Account
Closing prices as of 5/08/2008:
White Oak $33.51 $ +0.00
Rock Oak $11.90 $ +0.14
Pin Oak $22.69 $ +0.05
River Oak $12.60 $ +0.15
Red Oak $7.43 $ +0.03
Black Oak $2.69 $ +0.02
Live Oak $11.27 $ +0.07

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.