Morningstar

White Oak Select Growth Fund WOGSX

Medalist Rating as of Sep 30, 2026 See Oak Associates Investment Hub

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").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WOGSX	White Oak Select Growth Fund	Institutional	Open			Aug 3, 1992	$474.32M	0.900%	High	$2,000	−$42.76M

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