Oak Associates Funds - Rock Oak Core Growth Fund(NASDAQMUTFUND) RCKSX

Rock Oak Core Growth Fund focuses on capital allocation to mid-sized companies while maintaining flexibility to invest in larger firms. The fund primarily targets U.S. equities but also considers international stocks and Real Estate Investment Trusts.

Products and Services

• Investment in common stocks of mid-sized companies
• Flexibility to include larger market capitalization equities
• Limited investments in foreign stocks and REITs

Growth Outlook

• Recent stock price range between $20.49 and $25.66 indicates stability
• Dividend yield of 5.14% reflects strong income potential
• Market capitalization of approximately $13.46 million supports growth opportunities

Financial Highlights

• Recent quarterly dividend paid of $1.2821 per share
• Trailing twelve months (TTM) dividend yield of 5.14% demonstrates consistent returns
• Stock price change of -0.02 suggests resilience in a fluctuating market

Rock Oak Core Growth Fund presents a compelling investment opportunity for those interested in mid-sized companies and diversified equity exposure. The fund's strategic focus on U.S. equities, combined with its ability to invest in larger firms and international stocks, positions it well for potential growth. The recent dividend yield and market capitalization indicate a commitment to delivering value to investors. Overall, the fund's performance metrics suggest a stable investment option within the asset management industry.