Live Oak Health Sciences
1 Freedom Valley Drive Oaks PA 19456
Map
Phone: 888-462-5386
| Category: | Specialty-Health | | Fund Family: | Oak Associates | | Net Assets: | 18.83M | | Year-to-Date Return: | -1.00% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-01 |
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Mark W. Oelschlager
Lead Manager since
29-Jun-01 | | | Oelschlager has served as an Equity Research Analyst for the Adviser since 2000, prior to joining the Adviser, he worked as an Equity Securities Analyst for the State Teachers Retirement System of Ohio from 1996 to 2000. He has more than 13 years of investment experience. Oelschlager holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the common stocks of companies engaged in the research, development, production, or distribution of products or services related to health care, medicine, or the life sciences. These types of companies generally include pharmaceutical firms, designers and manufacturers of medical equipment and supplies, operators of hospitals, and biotechnological researchers. It invests in small- and mid-cap companies. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 101.64% |
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| Expense | LOGSX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.67% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.94% | | 3 Yr Expense Projection*: |
$432 | $722 | | 5 Yr Expense Projection*: |
$748 | $1,074 | | 10 Yr Expense Projection*: |
$1,645 | $2,092 |
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1.49% Nasdaq 
0.27%
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