POGSX Mutual Fund
POGSX Mutual Fund
Pin Oak Equity Fund

POGSX Mutual Fund Overview
POGSX Mutual Fund (Pin Oak Equity Fund) is managed by Oak Associates Funds with $138.5M in net assets. POGSX expense ratio is 0.97%, holding 30 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1992-08-03.
POGSX performance shows a YTD return of 3.38%. The 1-year return is 23.38% and the 5-year return is 10.72%. POGSX dividend yield stands at 8.64%, paid annually.
POGSX top holdings include Alphabet Inc. C (7.8%), Amazon.Com Inc (7.6%), Kla Corp_None_0 (7.0%), Bank Of New York Mellon Corp (6.3%), Charles Schwab Corp. (5.8%). View all POGSX holdings, sector breakdown, or dividend history.
POGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.