RIVSX Mutual Fund

RIVSX Mutual Fund (River Oak Discovery Fund) is managed by Oak Associates Funds with $19.8M in net assets. RIVSX expense ratio is 1.23%, holding 27 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2005-06-30.

RIVSX performance shows a YTD return of 30.67%. The 1-year return is 46.41% and the 5-year return is 8.49%. RIVSX dividend yield stands at 0.22%, paid annually.

RIVSX top holdings include Mount Vernon Liquid Assets Portfolio, LLC (30.8%), Prime Solutions 3.25% 2/2/26 2026-02-02 (12.0%), Kulicke & Soffa Industries (5.8%), Advanced Energy Industries, Inc. (4.9%), Ishares Russell 2000 Growth (4.8%). Go to all RIVSX holdings, RIVSX sectors, or RIVSX dividends.

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