- What does RCKSX invest in?
- The fund chiefly allocates its capital to the common stocks of mid-sized companies, though it retains the flexibility to also incorporate equities of larger market capitalization firms. While primarily concentrating on shares of U.S. corporations, it may additionally, and to a more limited extent, invest in equity Real Estate Investment Trusts, foreign company stocks, and American Depositary Receipts (ADRs).
- What is the expense ratio of RCKSX?
- Rock Oak Core Growth Fund (RCKSX) charges an expense ratio of 1.25%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is RCKSX?
- Rock Oak Core Growth Fund (RCKSX) manages $13.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is RCKSX actively managed or an index fund?
- RCKSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was RCKSX launched?
- Rock Oak Core Growth Fund (RCKSX) launched in January 2005 and is managed by the fund issuer.
- How has RCKSX performed?
- RCKSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
