RIVSX Mutual Fund
RIVSX Mutual Fund
River Oak Discovery Fund

RIVSX Mutual Fund Overview
RIVSX Mutual Fund (River Oak Discovery Fund) is managed by Oak Associates Funds with $19.5M in net assets. RIVSX expense ratio is 1.23%, holding 27 positions across sectors including Other, Information Technology, Industrials. Inception date: 2005-06-30.
RIVSX performance shows a YTD return of 34.81%. The 1-year return is 54.32% and the 5-year return is 9.45%. RIVSX dividend yield stands at 0.21%, paid annually.
RIVSX top holdings include New York City Transitional Finance Authority Future Tax Secured Revenue 4 2042-05-01 (30.8%), Prime Solutions 3.25% 2/2/26 2026-02-02 (12.0%), Kulicke & Soffa Industries Inc (5.8%), Advanced Energy Industries Inc. (4.9%), Ishares Russell 2000 Growth (4.8%). View all RIVSX holdings, sector breakdown, or dividend history.
RIVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RIVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.