Funds Overview

The Oak Associates Funds is family of seven no-load mutual funds designed to make our growth-oriented approach easily accessible to individual and institutional investors. The Funds seek long-term capital growth and employ the same investment philosophy and process that has made the firm successful over its lifetime.

White Oak Select Growth

White Oak Select Growth Fund, our flagship fund, invests primarily in large-cap companies, seeking industry leaders within the economy’s most attractive growth sectors.

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Pin Oak Equity

Pin Oak Equity Fund invests in stocks the manager believes are underappreciated by the market, irrespective of market capitalization. Industry weightings and stock selection are based on fundamental analysis and an assessment of a stock’s risk-reward

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Rock Oak Core Growth

Rock Oak Core Growth Fund is a more diversified Oak Fund and will normally invest in 35 to 50 stocks. The Fund selects stocks of companies that stand to benefit from long-term investment themes, such as globalization, demographics, productivity and innovation.

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River Oak Discovery

River Oak Discovery Fund is a small cap growth fund that seeks growth primarily in smaller companies (less than $3 billion in market capitalization) that are rapidly growing and may not yet be fully discovered by Wall Street. The Fund invests in companies that have cutting edge products, visionary management, and the ability to bring innovation to both new and established industries.

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Red Oak Technology Select

Red Oak Technology Select is a sector-specific fund, suitable as a core technology holding. Red Oak selects established leaders, in addition to emerging opportunities in the technology sector.

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Black Oak Emerging Technology

Black Oak Emerging Technology is a sector-specific fund that invests in up-and-coming technology companies. Black Oak invests in emerging companies that are poised to become leaders in the tech sector’s most innovative industries.

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Live Oak Health Sciences

Live Oak Health Sciences invests in companies engaged in research, development, production, and distribution of products and services, related to health care, medicine and the life sciences. Live Oak is positioned to take advantage of technological advances, innovation, and demographic trends in the health care sector.

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