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    Rock Oak Core Growth (RCKSX)

    13.72 Down 0.12(0.87%) Mar 3
    Prev Close:13.72
    YTD Return*:-4.39%
    Net Assets*:8.17M
    Yield*:0.32%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for RCKSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ILMN4.215.52
    CSC4.17-2.74
    WYN4.01-4.41
    WDC3.88-11.09
    STX.SI3.81-13.08

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.17M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-4.39%
    5y Avg Return:12.97%
    Rank in Category (ytd):98
    % Rank in Category (ytd):5.54%
    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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