About WOGSX
The White Oak Select Growth Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in the common stocks of large-cap U.S. companies. Designed as a dual-concentrated fund, it typically holds a focused portfolio of 25 or fewer stocks, concentrating on sectors identified by its managers as having the highest growth potential. The fund utilizes a top-down investment approach to identify favorable economic trends and sectors, followed by rigorous selection of companies with above-average growth prospects at attractive valuations. While its primary holdings are in established U.S. equities, the fund may also allocate a portion of assets to equity REITs, foreign stocks, and American Depositary Receipts. With a history dating back to 1992, the White Oak Select Growth Fund is recognized for its low portfolio turnover and disciplined investment strategy, maintaining at least 80% of its net assets in equities. Its sector allocations are weighted heavily toward technology, communication services, financials, and consumer discretionary industries, reflecting a commitment to areas with significant long-term growth potential. The fund plays a meaningful role in the "large blend" mutual fund category, appealing to investors seeking exposure to leading U.S. growth companies through an actively managed, concentrated portfolio.
Fund Family Oak Associates
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol WOGSX
Index S&P 500 TR
WOGSX had a total return of 19.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.02%.
