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Rock Oak Core Growth RCKSX Fund Analysis

| Medalist Rating as of | See Oak Associates Investment Hub

Morningstar’s Analysis RCKSX

Will RCKSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rock Oak Core Growth to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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