White Oak Select Fund Quote
WOGSX Fund | USD 142.78 0.09 0.06% |
Performance16 of 100
| Odds Of DistressLess than 33
|
White Oak is trading at 142.78 as of the 28th of March 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 142.69. White Oak has about a 33 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for White Oak Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. White Oak is traded on NASDAQ Exchange in the United States. More on White Oak Select
Moving together with White Mutual Fund
0.99 | VTSAX | Vanguard Total Stock | PairCorr |
0.99 | VFIAX | Vanguard 500 Index | PairCorr |
0.99 | VTSMX | Vanguard Total Stock | PairCorr |
0.99 | VITSX | Vanguard Total Stock | PairCorr |
0.99 | VSMPX | Vanguard Total Stock | PairCorr |
0.99 | VSTSX | Vanguard Total Stock | PairCorr |
0.99 | VFINX | Vanguard 500 Index | PairCorr |
White Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. White Oak's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding White Oak or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Large Blend, Oak Associates, Large Blend, Large Blend (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
White Oak Select [WOGSX] is traded in USA and was established 28th of March 2024. The fund is listed under Large Blend category and is part of Oak Associates family. This fund at this time has accumulated 351.49 M in net assets with minimum initial investment of 2 K. White Oak Select is currently producing year-to-date (YTD) return of 10.56% with the current yeild of 0.01%, while the total return for the last 3 years was 8.01%.
Check White Oak Probability Of Bankruptcy
Instrument Allocation
Top White Oak Select Mutual Fund Constituents
USB | US Bancorp | Stock | Financials |
JPM | JPMorgan Chase Co | Stock | Financials |
SCHW | Charles Schwab Corp | Stock | Financials |
NVS | Novartis AG ADR | Stock | Health Care |
LOW | Lowes Companies | Stock | Consumer Discretionary |
KLAC | KLA Tencor | Stock | Information Technology |
AMGN | Amgen Inc | Stock | Health Care |
White Oak Select Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. White Oak market risk premium is the additional return an investor will receive from holding White Oak long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in White Oak. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although White Oak's alpha and beta are two of the key measurements used to evaluate White Oak's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6059 | |||
Semi Deviation | 0.4354 | |||
Standard Deviation | 0.7839 | |||
Variance | 0.6145 |
White Oak Against Markets
Picking the right benchmark for White Oak mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in White Oak mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for White Oak is critical whether you are bullish or bearish towards White Oak Select at a given time. Please also check how White Oak's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in White Oak without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio RebalancingAnalyze risk-adjusted returns against different time horizons to find asset-allocation targets |
All Next | Launch Module |
How to buy White Mutual Fund?
Before investing in White Oak, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in White Oak. To buy White Oak fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of White Oak. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase White Oak fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located White Oak Select fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased White Oak Select fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as White Oak Select, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in White Oak Select?
The danger of trading White Oak Select is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of White Oak is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than White Oak. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile White Oak Select is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in White Oak Select. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Complementary Tools for White Mutual Fund analysis
When running White Oak's price analysis, check to measure White Oak's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy White Oak is operating at the current time. Most of White Oak's value examination focuses on studying past and present price action to predict the probability of White Oak's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move White Oak's price. Additionally, you may evaluate how the addition of White Oak to your portfolios can decrease your overall portfolio volatility.
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