Red Oak Technology Select
1 Freedom Valley Drive Oaks PA 19456
Map
Phone: 888-462-5386
| Category: | Technology | | Fund Family: | Oak Associates | | Net Assets: | 73.55M | | Year-to-Date Return: | 58.92% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-98 |
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Mark W. Oelschlager
Lead Manager since
07-Apr-06 | | | Oelschlager has served as an Equity Research Analyst for the Adviser since 2000, prior to joining the Adviser, he worked as an Equity Securities Analyst for the State Teachers Retirement System of Ohio from 1996 to 2000. He has more than 13 years of investment experience. Oelschlager holds the Chartered Financial Analyst designation. |
| 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 capital growth. The fund invests at least 80% of net assets in common stocks of companies that rely extensively on technology in their product development or operations, or which the adviser expects to benefit from technological advances and improvements. It has adopted a policy to concentrate its investments (invest at least 25% of assets) in technology companies which develop, produce or distribute products or services related to computers, semi-conductors and electronics. This 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:
| 174.48% |
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| Expense | ROGSX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.82% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 476 | $729 | | 5 Yr Expense Projection*: |
$ 839 | $1,140 | | 10 Yr Expense Projection*: |
$ 1,859 | $2,263 |
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0.34% Nasdaq 0.00%
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