WOGSX Mutual Fund
WOGSX Mutual Fund
WOGSX Mutual Fund
White Oak Select Growth Fund
WOGSX Mutual Fund Overview
WOGSX Mutual Fund (White Oak Select Growth Fund) is managed by Oak Associates Funds with $488.9M in net assets. WOGSX expense ratio is 0.90%, holding 30 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1992-08-03.
WOGSX performance shows a YTD return of 10.36%. The 1-year return is 24.26% and the 5-year return is 10.80%. WOGSX dividend yield stands at 7.36%, paid annually.
WOGSX top holdings include Amazon.Com Inc (8.8%), Alphabet Inc. C (7.6%), Kla Corp (7.4%), Jpmorgan Chase (7.0%), Schwab Strategic T (6.3%). Go to all WOGSX holdings, WOGSX sectors, or WOGSX dividends.
WOGSX can be compared against other funds. Use WOGSX overlap to find shared positions, or WOGSX vs another fund for a side-by-side view. WOGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.