Zacks Investment Research asks “Are These 3 Top-Ranked Mutual Funds in Your Retirement Portfolio?”
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“Are These 3 Top-Ranked Mutual Funds in Your Retirement Portfolio?”
Read the May 4, 2020 Zacks Investment Research article.
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The thoughts and opinions expressed in the article are solely those of the persons writing as of May 4, 2020. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide readers with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 1-888-462-5386. Read it carefully before investing. Distributed by Ultimus Fund Distributors, LLC.
Performance as of March 31, 2020
| 1 Year | -3.84% |
| 3 Year | 11.63% |
| 5 Year | 14.13% |
| 10 Year | 15.04% |
| Inception Date | 12/31/1998 |
| Net Expense Ratio | 0.95% |
| Gross Expense Ratio | 0.95% |
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 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 go to oakfunds.com or call 1-888-462-5386. Holdings are subject to change.
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.