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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information is directed at informing persons falling within one or more of the following categories:

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The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results and holdings are subject to change.

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Live Oak Health Sciences Fund chosen for the Charles Schwab Select List

News

December 31, 2011

Oak Associates Funds is pleased to announce that Live Oak Health Sciences Fund (LOGSX) has been selected for Charles Schwab’s Mutual Fund OneSource Select List, Schwab’s quarterly list of prescreened, no-load, no-transaction-fee funds.

Mutual fund investing involves risk, including the possible loss of principal. Funds that emphasize investments in technology generally will experience greater price volatility. There are additional risks associated with investing in a single-sector fund versus a more broadly diversified portfolio, including greater sensitivity to economic, political, or regulatory developments impacting the sector

Past performance is no guarantee of future results. Oak Associates Funds are available to U.S. investors only. The thoughts and opinions expressed in the article are solely those of the author as of September 1, 2024.  To determine if the Oak Associates Funds are an appropriate investment for you, carefully consider each Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds’ prospectus, which may be obtained from your investment representative or by calling 888.462.5386. Please read it carefully before you invest or send money.  Mutual fund investing involves risk, including the possible loss of principal. Funds that emphasize investments in technology generally will experience greater price volatility. There are additional risks associated with investing in a single-sector fund, including greater sensitivity to economic, political, or regulatory developments impacting the sector. Information technology companies face competition and potentially rapid product obsolescence.

Return on Equity (ROE) –  A measure of a company’s return on net assets.

Return on Invested Capital (ROIC) – A measure of a company’s efficiency in allocating capital to generate profits.

Portfolio holdings are subject to change and should not be considered investment advice. The portfolio holding information is as of 6/30/2024.  Red Oak Technology Select Fund Top 10 holdings as a percent of assets were: Alphabet 10.23%, Amazon 7.48%, KLA Corp 7.35%, Microsoft 6.54%, Synopsys 5.77%, Oracle 5.45%, NVIDIA 5.45%, Meta 5.43%, NXP Semiconductors 4.49% and Qualcomm 4.49%.

Oak Associates Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.                          

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