|
September 10, 2000
The word Oak creates visions of old tress lining some farm somewhere in the countryside. However, the White Oak Growth Fund is hardly anything old. This fund is cranking out the returns of some of its recently high flying high tech youngster brothers. With investments in some of the top high tech performers as EMC Corp (EMC), a leader in data storage hardware, JDS Uniphase (JDSU), a leader of fiber optic network hardware, SUN Microsystems (SUNW) and Brocade Communications (BRCD), Nortel Networks (NT), and Dell Computer (DELL) you can see the White Oak Growth Stock Fund is investing in the "NEW Economy".
White Oak is also invested in financial and health related stocks such as Charles Schwab (SCH), Morgan Stanley Dean Witter (MWD), Eli Lilly (LLY), Pfizer (PFE), Merck (MRK), and Medtronic (MDT). This fund has performed very well while the overall markets have been stumbling. The diversity of the funds holdings has allowed it to participate in the companies that are leading their respective industries and the fund has positioned itself to take advantage of the recent rotation of money into financial stocks.
The White Oak Growth Stock Fund has achieved the Morningstar 5 star rating and Morningstar has rated the fund as an average risk and a high return. With only a $2000 minimum investment, you can be on your way to bringing some solid gains.
White Oak Growth Stock Fund
|
Symbol
|
WOGSX
|
|
Phone Number
|
(888) 462-5386
|
|
Web Site
|
www.oakassociates.com
|
|
Minimum Investment
|
$2,000
|
|
Load
|
None
|
|
Expense Ratio
|
1.00%
|
|
12b-1 Fee
|
None
|
|
Year to date return (as of 9/08/00)
|
34.26%
|
|
Average annual 5 year return (as of 09/08/00 )
|
37.17%
|
(Source: www.oakassociates.com and www.quicken.com – accuracy of this information is not guaranteed)
|
