Morningstar

Oak Associates Mutual Funds

View all of Oak Associates’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Oak Associates Funds List

Share Class Type

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Live Oak Health SciencesLOGSXHealth8.46%651.020%Above AverageInstitutional$2,000
River Oak DiscoveryRIVSXSmall Blend4.25%951.160%HighInstitutional$2,000
Black Oak Emerging TechnologyBOGSXTechnology11.64%711.070%Above AverageInstitutional$2,000
Red Oak Technology SelectROGSXTechnology22.45%340.940%AverageInstitutional$2,000
Rock Oak Core GrowthRCKSXMid-Cap Blend16.73%181.250%HighInstitutional$2,000
White Oak Select GrowthWOGSXLarge Blend17.92%690.930%HighInstitutional$2,000
Pin Oak EquityPOGSXLarge Blend16.26%790.980%HighInstitutional$2,000

Oak Associates Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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