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Mutual Fund Observer: Red Oak among top sector funds during bull market

News

March 1, 2019

Mutual Fund Observer ranked Red Oak Technology Select Fund (ROGSX) among Sector Equity funds with top quintile absolute and risk-adjusted returns versus peers in the period from March 2009 through January 2019, according to Mutual Fund Observer. 

See the tables in the story online at mutualfundobserver.com.

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By clicking the link immediately above, you are leaving the Oak Associates Funds website (oakfunds.com). This link is provided for information purposes only, and Ultimus Fund Distributors, LLC is not responsible for the content beyond this point.

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.

Performance (%) as of 12/31/2018

Quarter1-Year3-Year5-Year10-YearSince Inception
Red Oak Technology Select (12/31/1998)-13.63%
1.59%18.40%13.91%20.56%5.42%
S&P 500 Equal Weight Information Technology Index-16.05%
-0.13%16.83%14.56%19.51%7.58%
Red Oak Gross Expense Ratio0.94%
Red Oak Net Expense Ratio0.94%


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.

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