Types of Accounts

Oak Associates Funds offers investors three categories of accounts:

Non-Retirement

Includes Individual, Joint Trust, Corporate and Uniform Transfer/Gift to Minor. These accounts can be used to help meet your wealth-building investment goals.

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Retirement

We offer several types of Individual Retirement Accounts (IRA) that have tax advantages which may fit with your retirement planning.

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Education Savings

These accounts can help you prepare for the ever-increasing cost of higher education.

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At anytime, you can:

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My Oak Account

Online Account Access

Oak Associates Funds are available to U.S. investors only. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal.
Oak Associates Funds are distributed by ALPS Distributors, Inc.
ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.