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Rock Oak Core Growth RCKSX

Quantitative rating as of
NAV / 1-Day Return
15.08  /  1.18 %
Total Assets
10.4 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00
Turnover
14%

Morningstar’s Analysis RCKSX

Will RCKSX outperform in future?

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

Summary

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Rock Oak Core Growth's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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