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WOGSX White Oak Select Growth Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Cisco Systems (NASDAQ:CSCO), Amgen (NASDAQ:AMGN), Lowe's Companies (NYSE:LOW), Charles Schwab Corp (The) (NYSE:SCHW), KLA Corp (NASDAQ:KLAC).

Industry description

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").

Market Cap

The average market capitalization across the White Oak Select Growth MF is 873.54B. The market cap for tickers in the group ranges from 96.13B to 2.32T. AMZN holds the highest valuation in this group at 2.32T. The lowest valued company is KLAC at 96.13B.

Volume

The average weekly volume growth across all stocks in the White Oak Select Growth MF was 9%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 47
Price Growth Rating: 30
SMR Rating: 20
Profit Risk Rating: 22
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, WOGSX has been closely correlated with VFFSX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WOGSX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WOGSX
1D Price
Change %
WOGSX100%
-0.04%
VFFSX - WOGSX
90%
Closely correlated
-0.60%
VSTSX - WOGSX
89%
Closely correlated
-0.68%
VSMPX - WOGSX
89%
Closely correlated
-0.68%
FXAIX - WOGSX
89%
Closely correlated
-0.60%
VTSMX - WOGSX
88%
Closely correlated
-0.69%
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