River Oak Discovery Fund Quote

RIVSX Fund  USD 16.84  0.13  0.77%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
River Oak is trading at 16.84 as of the 20th of March 2025; that is 0.77 percent decrease since the beginning of the trading day. The fund's open price was 16.97. River Oak has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. River Oak is traded on NASDAQ Exchange in the United States. More on River Oak Discovery

Moving together with River Mutual Fund

  0.95VSMAX Vanguard Small CapPairCorr
  0.66VSCIX Vanguard Small CapPairCorr
  0.95VSCPX Vanguard Small CapPairCorr
  0.9NAESX Vanguard Small CapPairCorr
  0.96FSSNX Fidelity Small CapPairCorr
  0.9DFSTX Us Small CapPairCorr

Moving against River Mutual Fund

  0.63TTEEX T Rowe PricePairCorr
  0.43TREMX T Rowe PricePairCorr

River Mutual Fund Highlights

Fund ConcentrationSmall Blend, Oak Associates (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
River Oak Discovery [RIVSX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Blend category and is part of Oak Associates family. This fund at this time has accumulated 23.79 M in assets with minimum initial investment of 2 K. River Oak Discovery is currently producing year-to-date (YTD) return of 0.28%, while the total return for the last 3 years was 2.17%.
Check River Oak Probability Of Bankruptcy

Instrument Allocation

Top River Oak Discovery Mutual Fund Constituents

AIZAssurantStockFinancials
KEMKraneShares TrustEtfDiversified Emerging Mkts
ABAllianceBernstein Holding LPStockFinancials
WKWorkivaStockInformation Technology
UTHRUnited TherapeuticsStockHealth Care
TMHCTaylor Morn HomeStockConsumer Discretionary
SIMOSilicon Motion TechnologyStockInformation Technology
SEDGSolarEdge TechnologiesStockInformation Technology
More Details

River Oak Discovery Risk Profiles

River Oak Against Markets

Other Information on Investing in River Mutual Fund

River Oak financial ratios help investors to determine whether River Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in River with respect to the benefits of owning River Oak security.
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