| 39.59 Net Asset Value | +1.51% 1 Day | +16.92% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.21% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +11.36% | 3 years | +16.16% | |
| 3 months | +9.97% | 5 years | +10.96% | |
| 1 year | +30.62% | Since inception | +6.77% |
| POGSX | Category | |
|---|---|---|
| Performance 5-yr return | +10.96% | +6.81% |
| Expense ratio | 1.21% | 1.27% |
| Risk 5 year sharpe ratio | 0.50 | 0.35 |
| Net assets | $72.3M | $1.4B |
| Average market cap | $17.6B | $6.2B |
| Average P/E | 13.8 | 18.1 |
| Portfolio turnover | 98% | 98% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Oak Associates |
| Fund manager & tenure | Mark Oelschlager / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 16.31% |
| Hardware | 15.84% |
| Consumer service | 15.37% |
| Financial service | 9.66% |
| Business service | 8.80% |
| WFC Wells Fargo & Co | 5.13% |
| DOX Amdocs Ltd. | 4.61% |
| NWSA News Corporation Class A | 4.57% |
| SCHW Charles Schwab Corp | 4.57% |
| MSFT Microsoft Corporation | 4.45% |
| CIT CIT Group Inc | 4.09% |
| GOOG Google, Inc. Class A | 3.82% |
| COF Capital One Financial Corp | 3.58% |
| TRV Travelers Companies, Inc. | 3.58% |
| DO Diamond Offshore Drilling, Inc. | 3.40% |
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