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Investor’s Business Daily: “Best Mutual Funds 2020” Award

News

March 23, 2020

Red Oak Technology Select Fund (ROGSX) ranked among Investor’s Business Daily’s Best Sector Funds in their fifth annual “IBD Best Mutual Funds Awards” report supplement for Red Oak’s performance for the one-, three-, five- and 10-year periods ended December 31, 2019.

See the complete list of award winners.

This list highlights the best sector funds of 2020, where Investor’s Business Daily seeks to show the top fund in the five best-performing sectors; two tech funds are shown because only four sectors produced award-winning mutual funds that beat the S&P 500 the last one-, three-, five- and 10-year periods. Of 275 sector funds at least 10 years old, 31 of them, or 11%, won awards based on their 10-year average annual return. All returns as of December 31, 2019.

IMPORTANT INFORMATION

The statements and opinions expressed are those of the author and do not represent the opinions of Oak Associates or Ultimus Fund Distributors, LLC. All information is historical and not indicative of future results and is subject to change. Readers should not assume that an investment in the securities mentioned was profitable or would be profitable in the future. This information is not a recommendation to buy or sell. This manager commentary represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice.

Past performance is no guarantee of future results. Investments are subject to market fluctuations, and a fund’s share price can fall because of weakness in the broad market, a particular industry, or a specific holding. 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. Click here for standardized performance.
The S&P 500 Index is a commonly-recognized, market capitalization-weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. One cannot invest directly in an index.

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Oak Associates Funds are distributed by Ultimus Funds Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.

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