White Oak Select Growth
1 Freedom Valley Drive Oaks PA 19456
Map
Phone: 888-462-5386
| Category: | Large Growth | | Fund Family: | Oak Associates | | Net Assets: | 306.01M | | Year-to-Date Return: | -12.86% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Aug-92 |
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James D. Oelschlager
Lead Manager since
03-Aug-92 | | | Oelschlager is founder, president and portfolio manager of Oak Associates. Prior to establishing the firm in 1985, he was director of pension investments and assistant treasurer with The Firestone Tire & Rubber Company from 1969 to 1985. He has more than 38 years of investment experience. |
| 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 growth of capital. The fund normally invests at least 80% of assets in common stocks. It invests primarily in companies with market capitalizations of greater than $5 billion. In selecting investments for the Fund, the Adviser chooses stocks of companies which it believes have above average growth potential at attractive prices. |
| Last Dividend
(29-Dec-05):
| 0.02 | | Last Cap Gain
(5-Dec-00):
| 0.28 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 98.32% |
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| Expense | WOGSX | 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*: |
$403 | $622 | | 5 Yr Expense Projection*: |
$699 | $957 | | 10 Yr Expense Projection*: |
$1,543 | $1,889 |
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1.49% Nasdaq 
0.27%
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