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Pin Oak Equity Fund: (MF: POGSX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$78.43 USD
+1.25 (1.62%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in August 1992 and is managed by Oak Associates, ltd. The fund seeks long-term capital growth. The Fund invests primarily in common stocks of U.S. companies that the Adviser believes possess prospects for growth that are underappreciated by the market. The Adviser generally does not base stock selections on a company's size, but rather on assessment of its fundamental outlook. As a result, the Fund may own stocks of smaller-capitalization companies. The Fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the Fund.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Pin Oak Equity Fund | POGSX | NA | NA | 0.00 | 0.00 | 0.74 | 0.97 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Pin Oak Aggressive Stock | POGSX | 78.43 | 8/3/1992 | 0.31 | 9.20 | 7.14 | 14.60 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Pin Oak Equity Fund | POGSX | 2000 | 25 | 0 | A |
Contact Information
| Family | Oak Associates |
| Address | 3800 Embassy Parkway, Ste. 310 Akron, OH 44333 |
| Phone | 888 462-5386 |