White Oak Select Fund Quote
| WOGSX Fund | USD 142.58 0.22 0.15% |
PerformanceVery Weak
| Odds Of DistressLow
|
White Oak is trading at 142.58 as of the 26th of February 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 142.8. White Oak has about a 22 % 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
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 percent 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. More on White Oak Select
Moving together with WHITE Mutual Fund
WHITE Mutual Fund Highlights
| Fund Concentration | Oak Associates Funds, Large Value Funds, Large Blend Funds, Large Blend, Oak Associates, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
White Oak Select [WOGSX] is traded in USA and was established 26th of February 2025. White Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Oak Associates family. This fund at this time has accumulated 351.49 M in net assets with minimum initial investment of 2 K. White Oak Select is currently producing year-to-date (YTD) return of 5.74% with the current yeild of 0.01%, while the total return for the last 3 years was 9.49%.
Check White Oak Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WHITE Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WHITE Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as White Oak Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top White Oak Select Mutual Fund Constituents
| USB | US Bancorp | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| AMGN | Amgen Inc | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
White Oak Select Risk Profiles
| Mean Deviation | 0.698 | |||
| Standard Deviation | 1.55 | |||
| Variance | 2.39 | |||
| Risk Adjusted Performance | (0.04) |
White Oak Against Markets
Other Information on Investing in WHITE Mutual Fund
White Oak financial ratios help investors to determine whether WHITE 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 WHITE with respect to the benefits of owning White Oak security.
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