August 2, 2018
Forbe's Contributor Ken Kam writes, "One of the most important financial decisions you are ever going to make is how to invest your 401(k). However, the information you are provided to make this decision is written more to meet regulatory requirements than anything else. Here is how can you find the best mutual funds from your plan's options."
Read the article here: Choose These Mutual Funds If They Are Available In Your 401(k) Plan
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The statements and opinions expressed are those of the author and do not represent the opinions of Oak Associates or Ultimus Fund Distributors, LLC. All information is historical and not indicative of future results and is subject to change. Reader should not assume that an investment in the securities mentioned was profitable or would be profitable in the future. This information is not a recommendation to buy or sell.
Mutual fund investing involves risk, including possible loss of principal.
The S&P 500 Index is a commonly recognized, market capitalization weighted index of 500 widely-held equity securities, designed to measure broad U.S. equity performance. One cannot invest directly in an index.
|Performance (%) as of 6/30/2018|
|As of 06/30/2018||1-Year||3-Year||5-Year||10-Year||Since Inception|
|Pin Oak Equity Fund (8/3/1992)||3.95%||14.19%||13.93%||14.10%||14.20%||8.33%|
|Red Oak Technology Select (12/31/1998)||3.36%||25.60%||22.79%||20.11%||15.87%||5.94%|
|S&P 500 Total Return Index||3.43%||14.37%||11.93%||13.42%||10.17%||9.61%|
|Pin Oak Gross Expense Ratio||0.97%|
|Pin Oak Net Expense Ratio||0.97%|
|Red Oak Gross Expense Ratio||0.96%|
|Red Oak Net Expense Ratio||0.96%|
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 not 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 call 1-888-462-5386.