Oak Library
Investor Information
Oak News and Commentaries
- Investor’s Business Daily - White Oak Select Growth is featured in ‘Mutual Fund Profile’ in Investor’s Business Daily on November 24, 2009.
- PR Newswire - Standard & Poor’s Gives White Oak Select Growth 5-Star Ranking
- Barron's - "Hot Time for Growth Investing," by Tom Sullivan
- SmartMoney.com - Pin Oak Aggressive Stock Fund is recognized in SmartMoney list of focused funds.
- 4th Quarter 2008 Commentary & Year End Review
- Economic Update: February, 2009
- Dislocation and Time Horizons: September 19, 2008
- Market Panic: October 10, 2008
- Market Commentary, Third Quarter 2008
- Questions Answered: September 17, 2008
- Economic Update September, 2008
- Economic Update August, 2008
- TheStreet.com - Pin Oak Aggressive Stock Fund is featured in TheStreet.com’s Fund Manager Five Spot.
- Market Commentary First Quarter 2008
- Market Commentary Fourth Quarter 2007
- Market Commentary Third Quarter 2007
- The Wall Street Journal - White Oak Select Growth Fund ranks among top-performing "Large Cap Growth" funds for its one-year performance through March 31, 2009, according to Lipper.
- Dow Jones - Portfolio Manager, Mark Oelschlager is quoted in a Dow Jones newswire story on the semiconductor sector.
- Dow Jones - Portfolio Manager, Robert Stimpson is quoted in a Dow Jones article on technology stocks.
- Akron Beacon Journal - Portfolio Manager, Jim Oelschlager is quoted in coverage of markets in the Akron Beacon Journal.
- Bloomberg - Portfolio Manager, Robert Stimpson is quoted in an October Bloomberg report.
- Bottom Line - A September 25, 2008 Bottom Line newsletter features two stocks from Robert Stimpson ("These Attractive Firms Help Others Cut Costs").
- Bloomberg - Portfolio Manager, Robert Stimpson is quoted in a Bloomberg report on U.S. stock trading.
- Economic Update: April, 2009
- Investment News - Portfolio Manager, Mark Oelschlager is quoted in a feature article in the May 25, 2009 issue.
- Economic Update: June, 2009
- Reuters - Portfolio Manager, Robert Stimpson is quoted in a June 26 Reuters market report.
- Dow Jones - Dow Jones newswire's Tip Sheet column features River Oak Discovery Fund.
- The Wall Street Journal - White Oak and Pin Oak rank among top-performing funds in their respective categories for one-year performance through June 30, according to Lipper.
- Third Quarter Commentary, 2009
- Economic Update: September, 2009
- The Wall Street Journal - Four Oak Associates Funds are recognized as top performers among peers
- TIME Magazine - Portfolio manager, Mark Oelschlager is interviewed for a TIME Magazine article about Pin Oak's 5-star ranking.
- Standard & Poor's - Standard & Poor’s Gives Pin Oak Aggressive Stock Fund 5-Star Ranking.
- Economic Update: December 15, 2009 - Why it is Difficult to be Bearish
- Fourth Quarter 2009 Commentary and Year-End Review - For the full year, all Oak Funds significantly outperformed their individual benchmarks, with returns ranging from 36% on the low end to 79% for the highest-performing fund.
- 2009 Manager Discussion & Analysis - Fiscal year analysis by Oak Funds portfolio managers, Jim Oelschlager, Mark Oelschlager and Robert Stimpson
- Ticker Magazine - Portfolio manager, Mark Oelschlager is featured in a Ticker Magazine article about managing Pin Oak Aggressive Stock Fund.
- TheStreet.com - Oak Associates Funds: Top-rated small fund family, according to TheStreet.com
- Investor's Business Daily - Pin Oak Aggressive Stock Fund is featured in the 'Mutual Fund Profile' in Investor’s Business Daily.
- The Wall Street Journal - Pin Oak Aggressive Stock Fund is recognized as a top performer among peers for the one-year period ending March 31, 2010, according to Lipper.
- Market Commentary: May 7, 2010 - Wild Ride
Shareholder Reports
- Annual Report, October 31, 2009
- Prospectus, March 1, 2010
- Statement of Additional Information, March 1, 2010
- Semi-Annual Report, April 30, 2009
- Black Oak Summary Prospectus, March 1, 2010
- Live Oak Summary Prospectus, March 1, 2010
- Pin Oak Summary Prospectus, March 1, 2010
- Red Oak Summary Prospectus, March 1, 2010
- River Oak Summary Prospectus, March 1, 2010
- Rock Oak Summary Prospectus, March 1, 2010
- White Oak Summary Prospectus, March 1, 2010
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