White Oak Select Growth Fund WOGSX Strategy
Strategy
The investment seeks long-term capital growth. The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund 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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Morningstar Rating for Funds
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Medalist Rating
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WOGSX
| White Oak Select Growth Fund | Institutional | Open | $470.52M | 0.900% | High | $2,000 | −$42.34M |