RCKSX Mutual Fund

RCKSX Mutual Fund (Rock Oak Core Growth Fund) is managed by Oak Associates Funds with $14.7M in net assets. RCKSX expense ratio is 1.25%, holding 35 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2004-12-31.

RCKSX performance shows a YTD return of 21.88%. The 1-year return is 23.29% and the 5-year return is 8.85%. RCKSX dividend yield stands at 5.08%, paid annually.

RCKSX top holdings include Prime 3.53 10/1/26 3.53% 10/01/2026 (9.1%), Exelixis Inc (4.4%), Applied Industrial Technologies Inc (4.1%), F5 Networks Inc. (4.1%), Cardinal Health (3.9%). Go to all RCKSX holdings, RCKSX sectors, or RCKSX dividends.

RCKSX can be compared against other funds. Use RCKSX overlap to find shared positions, or RCKSX vs another fund for a side-by-side view. RCKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.