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River Oak Discovery Fund (RIVSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs"). It will invest in small cap companies and, to a lesser extent, in larger companies. The fund's managers consider small-cap companies to include any company that has less than a $3 billion market capitalization at the time of acquisition.


1 month-1.29% 3 years+11.02%
3 months-5.93% 5 years+9.80%
1 year+2.71% Since inception+6.68%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.80%+12.11%
Expense ratio1.48%1.37%
Risk 5 year sharpe ratio0.640.78
Net assets$12.6M$770.2M
Average market cap$1.7B$2.8B
Average P/E19.926.5
Portfolio turnover96%96%

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Fund Management and Purchase Info

Fund familyOak Associates
Fund manager & tenureRobert Stimpson / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock85.22%
International stock12.28%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 23.38%
Industrial materials 18.44%
Energy 13.14%
Consumer goods 12.83%
Business service 8.37%
Top 10 Holdings
Portfolio weighting
CRUS Cirrus Logic Inc5.44%
AMSG AmSurg Corp4.86%
UTHR United Therapeutics Corp4.43%
COWN Cowen Group Inc3.88%
FTNT Fortinet Inc3.88%
JNS Janus Capital Group Inc3.51%
SIMO Silicon Motion Technology Corp3.45%
AIZ Assurant Inc3.44%
PVTB PrivateBancorp Inc3.42%
MGLN Magellan Health Inc3.11%

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