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White Oak Select Growth Fund: (MF: WOGSX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$139.20 USD
-1.87 (-1.33%)
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 established U.S. companies with large market capitalizations (in excess of $5 billion). Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| White Oak Select Growth | WOGSX | NA | NA | 0.00 | 0.00 | 0.74 | 0.93 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| White Oak Select Growth Fund | WOGSX | 139.20 | 8/3/1992 | 0.00 | 36.93 | 7.68 | 11.62 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| White Oak Select Growth | WOGSX | 2000 | 25 | 0 | A |
Contact Information
| Family | Oak Associates |
| Address | 3800 Embassy Parkway, Ste. 310 Akron, OH 44333 |
| Phone | 888 462-5386 |