Fund Family Overview
Oak Associates Funds is a family of seven equity mutual funds with a single share class designated as Class I. All Oak Associates Funds are domestic U.S. equity portfolios and follow the firm’s tradition of concentrated, low-turnover, long-term oriented investing. The fund strategies are distinguished from each other by their sector concentrations and the market capitalization of the stocks in which they invest.
Fund Comparison
What do the Funds have in common?
All of the funds are:
- U.S. Equities
- Concentrated
- Low turnover
- Long-term oriented
What makes the Funds different from one another?
There are three key differentiators:
- Number of sectors in which they invest
- Market capitalization
- Number of holdings
Oak Associates Equity Funds
White Oak Select Growth
(WOGSX)
Style: Large-Cap
Typical # of holdings: 20-30
Invests primarily in large-cap companies. Concentrates in the manager’s best sector and stock ideas.
Pin Oak Equity
(POGSX)
Style: All-Cap
Typical # holdings: 25-40
Invests in companies of any size. Concentrates in the manager’s best sector and stock ideas.
Rock Oak Core Growth
(RCKSX)
Style: Mid-Cap
Typical # holdings: 30-40
Invests primarily in mid-cap companies. Concentrates in the manager’s best sector and stock ideas.
River Oak Discovery
(RIVSX)
Style: Small-Cap
Typical # holdings: 30-40
Invests primarily in small-cap companies. Concentrates in the manager’s best sector and stock ideas.
Oak Associates Sector Funds
Red Oak Technology Select
(ROGSX)
Style: Technology Sector
Typical # holdings: 25-40
Invests primarily in larger, well-established technology companies.
Black Oak Emerging Technology
(BOGSX)
Style: Technology Sector
Typical # holdings: 25-40
Invests in both emerging and established technology companies.
Live Oak Health Sciences
(LOGSX)
Style: Health Care Sector
Typical # holdings: 25-40
Description: Invests primarily in established leaders in the health care industry.