Rock Oak Core Growth
1 Freedom Valley Drive Oaks PA 19456
Map
Phone: 888-462-5386
| Category: | Large Growth | | Fund Family: | Oak Associates | | Net Assets: | 5.61M | | Year-to-Date Return: | -30.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-04 |
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Robert Stimpson
Lead Manager since
31-Dec-04 | | | Stimpson has more than 9 years of investment experience and serves as co-portfolio manager of the Rock Oak Core Growth Fund. Prior to joining Oak Associates, ltd. Stimpson served as equity market analyst for I.D.E.A.,ltd from 1997 to 1999. He has more than 11 years of investment experience. Stimpson holds the Chartered Financial Analyst certification. |
| 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 seeks this goal by investing primarily in common stocks of large US companies selected for their growth potential. The fund will normally invest in 35 to 50 stocks. The fund selects stocks of companies that stand to benefit from long-term investment themes, such as globalization, demographics, productivity and innovation. Although the fund is diversified, its investment strategy often involves overweighting the fund's position in the industry sectors that the Management believe hold the most growth potential. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.57 | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 98.66% |
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| Expense | RCKSX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$441 | $622 | | 5 Yr Expense Projection*: |
$777 | $957 | | 10 Yr Expense Projection*: |
$1,728 | $1,889 |
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11.08% Nasdaq 0.00%
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