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POGSX
Mutual Fund ticker: NASDAQ
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Pin Oak Equity (POGSX) Ownership - Who owns Pin Oak Equity?

The investment seeks long-term capital growth... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.97
Min. Initial Investment
2000.00
Fund Existence
almost 33 years
Turnover
10.00
Front Load
N/A
Net Assets
133244290.00
Manager Tenure
N/A

Fundamentals

POGSX
Net Assets
133M
Fund Existence
almost 33 years
Turnover
10.00
Total Expense Ratio
0.97
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.97
Assets in Top Ten Holdings
79.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
134M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.74
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
29.00
Number of Net Holdings
29.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
56.28%
Gain YTD
6.839
Annual Yield % from dividends
0.31
Returns for 1 year
-4.18
Returns for 3 years
19.51
Returns for 5 years
25.49
Returns for 10 years
67.53
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com