MarketWatch profiled Pin Oak Equity Fund on April 19, 2018. Highlights:
- “Everybody cares what other people think. But if you care less about that, you [may] have an advantage in the market.” – Mark Oelschlager, Portfolio Manager of Pin Oak Equity and Co-Chief Investment Officer of Oak Associates
- Key winning personality traits he thinks you need to beat the markets: Be indifferent to what others think; be unemotional about investing; be humble.
Read the article here: The secret to being a better investor: Understand how your brain works
IMPORTANT INFORMATION
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The statements and opinions expressed are those of the author and do not represent the opinions of Oak Associates or Ultimus Fund Distributors, LLC. All information is historical and not indicative of future results and is subject to change. Reader should not assume that an investment in the securities mentioned was profitable or would be profitable in the future. This information is not a recommendation to buy or sell.
Mutual fund investing involves risk, including possible loss of principal.
The Russell 3000 Index is an equity index that encompasses the 3,000 largest U.S.-traded, in which the underlying companies are all incorporated in the U.S. One cannot invest directly in an index.
Performance (%) as of 3/31/2018
As of 03/31/2018 | 1-Year | 3-Year | 5-Year | 10-Year | Since Inception | |
---|---|---|---|---|---|---|
Pin Oak Equity Fund (8/3/1992) | 0.83% | 11.98% | 12.86% | 14.72% | 13.21% | 8.25% |
Russell 3000® Index TR | -0.64% | 13.81% | 10.22% | 13.03% | 9.62% | 9.68% |
Gross Expense Ratio 0.97% | ||||||
Net Expense Ratio 0.97% | ||||||
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month-end, please call 1-888-462-5386 or click here.
As of March 31, 2018, Pin Oak Equity Fund’s top ten holdings are:
Alphabet, Inc. – Classes A & C | 7.09% |
The Charles Schwab Corp. | 5.66% |
The Bank of New York Mellon Corp. | 5.58% |
PepsiCo, Inc. | 4.61% |
Paychex, Inc. | 4.48% |
Valero Energy Corp. | 4.25% |
GlaxoSmithKline PLC | 3.96% |
Twenty-First Century Fox, Inc. | 3.83% |
Amdocs Ltd. | 3.77% |
Capital One Financial Corp. | 3.56% |
Holdings are subject to change. |
As of March 31, 2018, Red Oak Technology Select Fund’s top ten holdings are:
Alphabet, Inc. – Classes A & C | 8.83% |
Intel Corp. | 5.44% |
Microsoft Corp. | 5.11% |
Cisco Systems, Inc. | 4.96% |
Red Hat, Inc. | 4.62% |
Amazon.com, Inc. | 4.45% |
Facebook, Inc. | 4.37% |
Apple, Inc. | 3.67% |
KLA-Tencor Corp. | 3.52% |
Oracle Corp. | 3.50% |
Holdings are subject to change. | |
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by calling 1-888-462-5386 or visiting our website at www.oakfunds.com. Please read it carefully before investing.
Oak Associates Funds are distributed by Ultimus Funds Distributors, LLC. Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.