Oak Associates Funds
Akron, OH, US
Oak Associates Funds consist of seven equity growth funds that operate under the management of Oak Associates, ltd. an Ohio-based company with more than 25 years of experience in the industry. The Oak funds consist of large-cap growth, all-cap growth, small-cap growth, healthcare sector, and technology sector funds. Several of the funds have earned recognition for their performance in the market, including ranking on The Wall Street Journal's list of Five-Year Best Performers and on the Charles Schwab Mutual Fund OneSource Select List.
With a focus on achieving market success through low turnover and long-term investment policies, Oak Associates assesses the market from both a top-down and bottom-up approach in order to complete its investment portfolios. The company's account distribution includes 60 percent mutual funds, 30 percent institutional separate accounts, and 10 percent high-net-worth separate accounts. Investors can choose from three different types of accounts: retirement, education savings, and non-retirement.