White Oak Select Fund Quote

WOGSX Fund  USD 135.86  2.38  1.78%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
White Oak is trading at 135.86 as of the 4th of May 2025; that is 1.78 percent increase since the beginning of the trading day. The fund's open price was 133.48. White Oak has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. 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

  0.99VTSAX Vanguard Total StockPairCorr
  0.99VFIAX Vanguard 500 IndexPairCorr
  0.99VTSMX Vanguard Total StockPairCorr
  0.99VITSX Vanguard Total StockPairCorr
  0.99VSMPX Vanguard Total StockPairCorr
  0.99VSTSX Vanguard Total StockPairCorr

White Mutual Fund Highlights

Fund ConcentrationLarge Blend, Oak Associates, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
White Oak Select [WOGSX] is traded in USA and was established 4th of May 2025. 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 0.65% with the current yeild of 0.01%, while the total return for the last 3 years was 11.2%.
Check White Oak Probability Of Bankruptcy

Instrument Allocation

Top White Oak Select Mutual Fund Constituents

USBUS BancorpStockFinancials
JPMJPMorgan Chase CoStockFinancials
SCHWCharles Schwab CorpStockFinancials
NVSNovartis AG ADRStockHealth Care
LOWLowes CompaniesStockConsumer Discretionary
KLACKLA TencorStockInformation Technology
AMGNAmgen IncStockHealth Care
GOOGLAlphabet Inc Class AStockCommunication Services
More Details

White Oak Select Risk Profiles

White Oak Against Markets

Other Information on Investing in White Mutual Fund

White Oak financial ratios help investors to determine whether White Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in White with respect to the benefits of owning White Oak security.
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