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White Oak Select Growth Fund: (MF: WOGSX)

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$147.88 USD

-1.14 (-0.77%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 9.13 13
3 months 9.50 66
6 months 9.13 13
1 Year 10.31 73
3 Year 17.91 55
5 Year 13.31 53
10 Year 12.47 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.45
Bear Market (10/07 - 2/09) -48.21
Bull Market (2/09 - 3/21) 899.67

Load Adjusted Returns as of Jun 30, 2025

1 Year 10.30
5 Year 13.31
10 Year 12.47
Since Inception 9.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.33 9.50 NA NA
2024 10.91 5.54 0.83 0.24
2023 2.44 10.19 0.53 11.44
2022 -8.94 -18.72 -5.90 6.66
2021 7.01 7.35 0.45 11.10
2020 -17.46 19.91 5.85 13.45

Annual Return

20252024202320222021202020192018201720162015
% Total Return 9.1318.3226.47-25.7228.2218.8623.72-0.5619.7511.558.49
% Total Return Rel to Index 2.92-6.690.22-7.51-0.450.46-7.763.82-2.03-0.387.10
% Total Return Rel to Peer 5.57-3.680.34-0.8513.39-6.91-1.483.850.518.058.31
% Perf Quintile vs Peer* 0.000.003.003.001.004.005.002.004.001.001.00
% Dividends 0.000.910.860.520.410.730.960.540.560.730.41
% Yield 0.000.570.600.460.250.570.880.600.620.960.60
Capital Gains ($) 0.0015.715.570.007.082.300.880.630.000.000.00
Expense Ratio 0.910.920.930.910.890.930.950.930.981.061.06

* 1 = Top 20%, 5 = Bottom 20%