White Oak Select Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
White Oak Select Growth Fund WOGSX
- NAV / 1-Day Return 170.86 / +0.41 %
- Total Assets 482.2M
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.44%
- Turnover 11%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:54 AM GMT+0
Morningstar’s Analysis WOGSX
Will WOGSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WOGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WOGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 8.39 | 36M | Consumer Cyclical |
JPMorgan Chase & Co | 6.30 | 27M | Financial Services |
Charles Schwab Corp | 6.30 | 27M | Financial Services |
KLA Corp | 6.23 | 26M | Technology |
Cisco Systems Inc | 6.04 | 26M | Technology |
Alphabet Inc Class C | 5.93 | 25M | Communication Services |
Amgen Inc | 5.75 | 24M | Healthcare |
Lowe's Companies Inc | 5.01 | 21M | Consumer Cyclical |
Chubb Ltd | 4.53 | 19M | Financial Services |
Meta Platforms Inc Class A | 4.13 | 18M | Communication Services |
United States