Black Oak Emerging Technology
1 Freedom Valley Drive Oaks PA 19456
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Phone: 888-462-5386
| Category: | Technology | | Fund Family: | Oak Associates | | Net Assets: | 40.15M | | Year-to-Date Return: | 58.78% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-00 |
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Robert Stimpson
Lead Manager since
07-Apr-06 | | | Stimpson has more than 9 years of investment experience and serves as co-portfolio manager of the Rock Oak Core Growth Fund. Prior to joining Oak Associates, ltd. Stimpson served as equity market analyst for I.D.E.A.,ltd from 1997 to 1999. He has more than 11 years of investment experience. Stimpson holds the Chartered Financial Analyst certification. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long term capital growth. The fund primarily invests at least 80% of assets in common stocks of companies that the adviser considers to be well positioned to become market leaders among "emerging" technology companies. The fund may invest in stocks of small to medium capitalization size companies. It invests in small- and mid-cap companies. Additionally, the fund invests in companies with relatively short operating histories. The advisor buys and holds companies for the long-term and seeks to keep portfolio turnover to a minimum. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 176.50% |
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| Expense | BOGSX | Category
Avg | | Total Expense Ratio: | %
| 1.84% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $728 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,139 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.31% Nasdaq 
0.05%
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