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 $439.5M in net assets. WOGSX expense ratio is 0.92%, holding 26 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1992-08-03.
WOGSX performance shows a YTD return of 2.01%. The 1-year return is 17.30% and the 5-year return is 11.52%. WOGSX dividend yield stands at 8.08%, paid annually.
WOGSX top holdings include Amazon.Com Inc (9.1%), Alphabet Inc. C (7.5%), Jpmorgan Chase & Co (7.3%), Kla Corp_None_0 (7.0%), Charles Schwab Corp. (6.5%). View all WOGSX holdings, sector breakdown, or dividend history.
WOGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WOGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.