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    Rock Oak Core Growth (RCKSX)

    13.84 Down 0.03(0.22%) Apr 24
    Prev Close:13.87
    YTD Return*:-0.52%
    Net Assets*:8.44M
    Yield*:0.31%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RCKSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CSC4.373.82
    WYN4.296.03
    CRM3.9611.41
    CA3.846.34
    LLL3.50-0.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.44M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-0.52%
    5y Avg Return:11.89%
    Rank in Category (ytd):99
    % Rank in Category (ytd):5.61%
    Beta (3y):1.18
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital growth. The fund invests primarily in common stocks of mid and large capitalization companies with equity market capitalizations of more than $5 billion that are selected for their growth potential and will generally hold between 35 and 50 common stocks. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs"). View More
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