White Oak Select Growth Fund

Frequently Asked Questions About WOGSX

What does WOGSX invest in?

The White Oak Select Growth Fund primarily allocates its capital to common shares of well-established, large-capitalization U.S. corporations. Under normal market conditions, a minimum of 80% of its net assets will be dedicated to equity instruments. The investment advisor's strategy involves identifying companies exhibiting above-average growth potential available at attractive valuations. While primarily concentrating on domestic common stocks, the fund may also, to a lesser extent, diversify into equity real estate investment trusts (REITs), foreign company common stocks, and American Depositary Receipts (ADRs).

What is the expense ratio of WOGSX?

White Oak Select Growth Fund (WOGSX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WOGSX?

White Oak Select Growth Fund (WOGSX) manages $498.5M 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 WOGSX actively managed or an index fund?

WOGSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WOGSX launched?

White Oak Select Growth Fund (WOGSX) launched in July 1992 and is managed by the fund issuer.

How has WOGSX performed?

WOGSX'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.