Funds Offered by  

7 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
BOGSXBlack Oak Emerging Technology FundMutual fund12/29/2000US Equity Single sectorInformation TechnologyActively managed1.00 1.16%Analyze
LOGSXLive Oak Health Sciences FundMutual fund06/29/2001US Equity Single sectorHealth careActively managed1.00 1.01%Analyze
POGSXPin Oak Equity FundMutual fund08/03/1992US Equity Broad marketLarge capActively managed1.00 0.97%Analyze
RCKSXRock Oak Core Growth FundMutual fund12/31/2004US Equity Broad marketLarge capActively managed1.00 1.25%Analyze
RIVSXRiver Oak Discovery FundMutual fund06/30/2005US Equity Broad marketSmall capActively managed1.00 1.35%Analyze
ROGSXRed Oak Technology Select FundMutual fund12/31/1998US Equity Single sectorInformation TechnologyActively managed1.00 0.96%Analyze
WOGSXWhite Oak Select Growth FundMutual fund08/03/1992US Equity Broad marketLarge capActively managed1.00 0.97%Analyze
TOTAL7

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