I am  an Individual Investor
My Oak Account

Dual-Concentrated Strategies for the Long-Term Investor

Choose your role:

Financial Professionals Individual Investors Institutional Investors

I certify that I am a Financial Professional, representing clients at a Broker/Dealer, RIA or other financial firm and am looking for information, insights or investments for my clients.

The Oak site and content is for educational use. Individuals should consult an investment advisor before making any investment decisions.

Accept

INSTITUTIONAL INVESTORS

By clicking “Accept” below, you agree that you have read and acknowledged the terms detailed below. You also confirm that you are an institutional investor or a consultant to institutional investors and wish to proceed.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information is directed at informing persons falling within one or more of the following categories:

  • Oak Associates, ltd. institutional separate account clients
  • A government, local authority or public authority
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results and holdings are subject to change.

Accept

Investor’s Business Daily: “Best Mutual Funds 2021” Award

News

March 24, 2021

Red Oak Technology Select Fund (ROGSX) ranked among Investor’s Business Daily’s Best Sector Funds in their “Best Mutual Funds 2021” March 22nd special report for Red Oak’s outperformance over the one-, three-, five-, and 10-year periods ended December 31, 2020.

See the complete list of award winners.

This list highlights the best sector funds based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods ended December 31, 2020.  Of 268 sector funds at least 10 years old, 45 of them, or 17%, won awards based on their 10-year average annual return. All returns as of December 31, 2020.

Related Information

View Site

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.

CFA is a registered trademark of the CFA Institute.

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

More News & Insights

View All