However, the White Oak Growth Fund is hardly anything old. This fund is cranking out the returns of some of its recently high flying high tech youngster brothers. This fund has performed very well while the overall markets have been stumbling. The diversity of the funds holdings has allowed it to participate in the companies that are leading their respective industries and the fund has positioned itself to take advantage of the recent rotation of money into financial stocks. The White Oak Growth Stock Fund has achieved the Morningstar 5 star rating and Morningstar has rated the fund as an average risk and a high return.
Past results is no indication of future performance.
Stocks and sector mutual funds tend to be riskier and more volatile and should be considered by investors that have long term investment timeframes, a tolerance for risk and are willing to accept unplanned volatility. Our opinions are based on sources believed to be reliable and written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness or the results obtained by individuals using such information. Readers are urged to consult with their own financial advisors before any investment decision is made and all information contained in this information should be independently verified with other sources.