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White Oak Select Growth Fund (WOGSX)

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155.94 +1.32    +0.85%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 422.49M
Type:  Fund
Market:  United States
Issuer:  Oak Associates
Asset Class:  Equity
White Oak Select Growth 155.94 +1.32 +0.85%

WOGSX Overview

 
Find basic information about the White Oak Select Growth Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WOGSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.74%
Prev. Close154.62
Risk Rating
TTM Yield0.54%
ROE28.12%
IssuerOak Associates
Turnover3%
ROA11.24%
Inception Date33819
Total Assets422.49M
Expenses0.93%
Min. Investment2,000
Market Cap295.3B
CategoryLarge Blend
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White Oak Select Growth Fund Analysis


Performance

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Condition

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%

Frequency

Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1206 1024 1285 1182 1766 3080
Fund Return 20.64% 2.39% 28.49% 5.73% 12.05% 11.91%
Place in category 1174 1363 1031 1222 1016 478
% in Category 83 97 74 95 86 57

Top Equity Funds by Oak Associates

  Name Rating Total Assets YTD% 3Y% 10Y%
  Red Oak Technology Select 691.2M 24.08 9.70 16.26
  Pin Oak Equity 138.55M 16.58 4.89 10.14
  Live Oak Health Sciences Fund 49.94M 8.95 6.91 7.95

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Amazon.com US0231351067 9.60 229.05 +1.77%
  Alphabet C US02079K1079 7.64 197.57 +0.81%
  Meta Platforms US30303M1027 7.44 607.75 +1.32%
  JPMorgan US46625H1005 7.00 242.31 +1.64%
  KLA Corp US4824801009 6.60 650.53 +0.39%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Neutral Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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