Nasdaq - Delayed Quote • USD
White Oak Select Growth (WOGSX)
At close: 8:01 PM EDT
Fund Summary
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% 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. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 57.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 9.62% |
| 5y Average Return | 10.47% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WOGSX | Category Average | WOGSX | Category Average | WOGSX | Category Average | |
| Alpha | -3.42 | -0.02 | -2.69 | -0.01 | -1.28 | -0.02 |
| BETA | 1.01 | 0.01 | 0.98 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 1.06 | 0.01 | 1.03 | 0.01 |
| R-squared | 91.85 | 0.95 | 92.6 | 0.95 | 89.34 | 0.95 |
| Standard Deviation | 18.6 | 0.19 | 18.68 | 0.15 | 16.39 | 0.14 |
| Sharpe Ratio | 0.34 | 0.01 | 0.57 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 4.66 | 0.16 | 9.68 | 0.15 | 9.91 | 0.12 |
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