Rock Oak Core Growth Fund RCKSX Strategy
Strategy
The investment seeks long-term capital growth. The fund invests primarily in common stocks of mid capitalization companies, though the fund may also hold positions in large market capitalization companies. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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RCKSX
| Rock Oak Core Growth Fund | Institutional | Open | $15.79M | 1.250% | High | $2,000 | $832,866.62 |