Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Oak Associates Mutual Funds
View all of Oak Associates’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Oak Associates Mutual Funds List
1 to 7 of 7 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Rock Oak Core Growth Fund | RCKSX | Mid-Cap Blend | 21.77% | 7 | 1.250% | High | Institutional | $2,000 | ||
| River Oak Discovery Fund | RIVSX | Small Blend | 23.50% | 4 | 1.230% | High | Institutional | $2,000 | ||
| Live Oak Health Sciences Fund | LOGSX | Health | 21.11% | 39 | 1.040% | Above Average | Institutional | $2,000 | ||
| Black Oak Emerging Technology Fund | BOGSX | Technology | 24.17% | 24 | 1.050% | Above Average | Institutional | $2,000 | ||
| Red Oak Technology Select Fund | ROGSX | Technology | 10.61% | 62 | 0.900% | Average | Institutional | $2,000 | ||
| White Oak Select Growth Fund | WOGSX | Large Blend | 10.26% | 62 | 0.900% | High | Institutional | $2,000 | ||
| Pin Oak Equity Fund | POGSX | Large Blend | 13.78% | 17 | 0.950% | High | Institutional | $2,000 |
Oak Associates Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States