Best Science & Technology Fund - 10 Years
Red Oak Technology Select Fund ranked 1st out of 99 eligible funds in the Science & Technology Fund category. For three years in a row, Red Oak Technology Select Fund has been honored with a prestigious Lipper Fund Award from Refinitiv for Best Science & Technology Fund over ten years. The Lipper Fund Awards from Refinitiv honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.
Best Multi-Cap Core Fund - 10 Years
Pin Oak Equity Fund ranked 1st out of 375 eligible funds in the Multi-Cap Core Fund category. The Lipper Fund Awards from Refinitiv honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Selection is based entirely on objective, quantitative criteria.
Our Investment Approach
Red Oak is managed by Jim Oelschlager and Robert Stimpson. The Investment Team builds the portfolio with companies that possess sustainable competitive advantages and trade at attractive valuations.
Learn more about our [INLINK '306']Red Oak Technology Select Fund[/INLINK].
Our Investment Approach
Pin Oak Equity is managed by Jim Oelschlager and Robert Stimpson. The Investment Team concentrates the portfolio in a select number of sectors and holdings; it seeks the Managers' best ideas, regardless of company’s size.
Learn more about our [INLINK '307']Pin Oak Equity Fund[/INLINK].
Additional information
More about Lipper Fund Awards from Refinitiv:
The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
Past performance does not guarantee future results.
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 Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.