Oak Associates Funds is a growth investments firm based in Akron, Ohio. Since its founding in 1985, Oak Associates has helped build strong growth portfolios based on the principle of keeping long-term time frames in mind and maintaining low turnover rates. With a variety of equity and sector growth portfolios to work with, Oak Associates Funds provides a diverse range of options for investing. The following are some of the specifics of the four equity growth fund portfolios Oak Funds provides.
- Select growth: a large-cap growth fund, this features concentrated sector exposure with investments in 25 or fewer security holdings. Investing starts with a macroeconomic view, paying attention to demographic and global event trends.
- Equity fund: as an all-cap fund with concentrated exposure, this is a long-term investment with 25-40 stocks held. An analysis of several factors is involved, including risks vs. rewards, behavioral financing, and contrasting time frames. This is a diverse portfolio, yet focus is placed on sectors with the highest potential.
- Core growth: diversified and broad in its exposure to several sectors, this fund invests in 35-50 firms, namely large capitalization companies, in particular, ones that will benefit from factors like globalization and innovation over a long-term period and have the most potential for growth.
- Discovery fund: this is a small-cap, broad exposure fund with 35-50 investments. In contrast to the core growth fund, this one focuses on small capitalization companies. Niche-based companies and companies with highly focused business models are favored.
- Select growth: a large-cap growth fund, this features concentrated sector exposure with investments in 25 or fewer security holdings. Investing starts with a macroeconomic view, paying attention to demographic and global event trends.
- Equity fund: as an all-cap fund with concentrated exposure, this is a long-term investment with 25-40 stocks held. An analysis of several factors is involved, including risks vs. rewards, behavioral financing, and contrasting time frames. This is a diverse portfolio, yet focus is placed on sectors with the highest potential.
- Core growth: diversified and broad in its exposure to several sectors, this fund invests in 35-50 firms, namely large capitalization companies, in particular, ones that will benefit from factors like globalization and innovation over a long-term period and have the most potential for growth.
- Discovery fund: this is a small-cap, broad exposure fund with 35-50 investments. In contrast to the core growth fund, this one focuses on small capitalization companies. Niche-based companies and companies with highly focused business models are favored.