RCKSX Mutual Fund

RCKSX Mutual Fund (Rock Oak Core Growth Fund) is managed by Oak Associates Funds with $13.9M in net assets. RCKSX expense ratio is 1.25%, holding 30 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2004-12-31.

RCKSX performance shows a YTD return of 20.94%. The 1-year return is 26.08% and the 5-year return is 9.81%. RCKSX dividend yield stands at 5.17%, paid annually.

RCKSX top holdings include Mount Vernon Liquid Assets Portfolio, LLC (13.7%), Curtiss-wright Corp (5.8%), Cardinal Health Inc. (5.6%), Jazz Pharmaceuticals Plc. (5.2%), Hartford Financial Services Group Inc. (5.0%). 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.