Mutual Funds

OAK ASSOCIATES FUNDS

Exchange Hours Website
9:30 - 15:59 ET oakfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
WHITE OAK GROWTH FUND WOGSX USD 2,000 USD 2,000 N/A No Load RETAIL Yes
PIN OAK EQUITY FUND POGSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes
RED OAK TECHNOLOGY SELECT FUND ROGSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes
LIVE OAK HEALTH SCIENCES FUND LOGSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes
BLACK OAK EMERGING TECHNOLOGY FUND BOGSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes
ROCK OAK CORE GROWTH FUND RCKSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes
RIVER OAK DISCOVERY FUND RIVSX USD 2,000 USD 2,000 Stock No Load RETAIL Yes

Notes:

  1. Advisor minimums may be lower.