Oak Associates Funds - White Oak Select Growth Fund(NASDAQMUTFUND) WOGSX

White Oak Select Growth Fund focuses on investing in well-established, large-cap U.S. corporations, primarily through common shares. The fund aims to identify companies with above-average growth potential at attractive valuations, dedicating at least 80% of its net assets to equity instruments.

Products and Services

• Investment in large-cap U.S. corporations
• Focus on equity instruments, including REITs and ADRs
• Active management strategy targeting growth opportunities

Growth Outlook

• Market capitalization stands at approximately $500 million
• Dividend yield of 7.25% reflects strong income potential
• Stock price range between $144.26 and $178.78 indicates stability

Financial Highlights

• Recent dividend per share of $12.71 showcases commitment to returns
• Trailing twelve months yield of 7.25% demonstrates consistent performance
• Beta of 1.017 suggests alignment with overall market trends

The White Oak Select Growth Fund is positioned to capitalize on growth opportunities within the U.S. equity market. By focusing on large-cap companies, the fund aims to provide investors with a blend of capital appreciation and income generation. The strong dividend yield and recent stock performance indicate a commitment to delivering value to shareholders. With a strategic approach to investment, the fund seeks to navigate market fluctuations while maintaining a focus on long-term growth.