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Oak Associates

Oak Associates Parent Rating


Oak Associates has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Oak Associates's longest-tenured portfolio management is worth mentioning, which boasts 20 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the second most-expensive quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal. Oak Associates strategies have failed to have lengthy success. In particular, the firm's three-year risk-adjusted success ratio demonstrates that only 29% have both survived and beaten their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

Oak Associates Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.34 Bil

Investment Flows (TTM)

−102.20 Mil

Asset Growth Rate (TTM)


# of Share Classes

Morningstar Rating # of Share Classes
Not Rated 0

Quick Definitions: Key Morningstar Terms

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