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Dual-Concentrated Strategies for the Long-Term Investor

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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:

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Oak Associates Funds

Fund Family Overview

Oak Associates Funds is a family of seven equity mutual funds with a single share class designated as Class I. All Oak Associates Funds are domestic U.S. equity portfolios that follow the firm’s tradition of dual-concentrated, low-turnover, long-term oriented investing. The fund strategies are distinguished from each other by their sector concentrations and the market capitalization of the stocks in which they invest.

Equity Funds

WOGSX

White Oak Select Growth

Style: Large-Cap
Typical # of Holding: 20-30
Type: Equity
OBJECTIVE

Invests primarily in large-cap companies. Concentrates in the manager’s best sector and stock ideas.

Inception: 8/3/1992
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POGSX

Pin Oak Equity

Style: All-Cap
Typical # of Holding: 25-40
Type: Equity
OBJECTIVE

Invests in companies of any size. Concentrates in the manager’s best sector and stock ideas.

Inception: 8/3/1992
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RCKSX

Rock Oak Core Growth

Style: Mid-Cap
Typical # of Holding: 30-40
Type: Equity
OBJECTIVE

Invests primarily in mid-cap companies. Concentrates in the manager’s best sector and stock ideas.

Inception: 12/31/2004
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RIVSX

River Oak Discovery

Style: Small-Cap
Typical # of Holding: 30-40
Type: Equity
OBJECTIVE

Invests primarily in small-cap companies. Concentrates in the manager’s best sector and stock ideas.

Inception: 6/30/2005
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Sector Funds

ROGSX

Red Oak Technology Select

Style: Technology Sector
Typical # of Holding: 25-40
Type: Sector
OBJECTIVE

Invests primarily in larger, well-established technology companies.

Inception: 12/31/1998
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BOGSX

Black Oak Emerging Technology

Style: Technology Sector
Typical # of Holding: 25-40
Type: Sector
OBJECTIVE

Invests in both emerging and established technology companies.

Inception: 12/29/2000
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LOGSX

Live Oak Health Sciences

Style: Health Care Sector
Typical # of Holding: 25-40
Type: Sector
OBJECTIVE

Invests primarily in established leaders in the health care industry.

Inception: 6/29/2001
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