WOGSX : White Oak Select Growth Fund

WOGSX is a US Stocks Market Large Blend with HIGH fees.

WOGSX

White Oak Select Growth Fund

FI Score

39 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

39% FI Score
  • wogsx
  • Mutual Fund
  • US Stocks
  • Large Blend

White Oak Select Growth Fund

Expenses: 0.95% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

Largest Holdings

Amount Holding
10.72% Amazon.com Inc
6.74% Cisco Systems Inc
5.98% Alphabet Inc Class C
5.85% Amgen Inc
5.17% Charles Schwab Corp
5.16% Alphabet Inc A
4.77% Xilinx Inc
4.65% Novartis AG ADR
4.49% Gilead Sciences Inc
4.05% KLA Corp
3.84% Pfizer Inc
3.60% Lowe's Companies Inc
3.59% Chubb Ltd
3.29% Facebook Inc A
3.18% Alcon Inc
2.90% Qualcomm Inc
2.83% Cigna Corp
2.44% International Business Machines Corp
2.21% Zimmer Biomet Holdings Inc
1.89% Laboratory Corp of America Holdings
1.63% Cognizant Technology Solutions Corp A
1.57% Salesforce.com Inc
1.53% State Street Corporation
0.78% PepsiCo Inc
0.54% JPMorgan Chase & Co

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo