Rock Oak Core Growth FundRCKSX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$12.8M
Expense ratio
1.25%
1-year return
+26.0%
3 years, a year
+19.4%
5 years, a year
+6.7%
Holdings
34
What it aims to do.
The Fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 17.53% |
| CF Cf Industries Holdings Inc | 5.01% |
| AIT Applied Industrial Technologies Inc | 4.63% |
| JAZZ Jazz Pharmaceuticals Plc | 4.31% |
| NDSN Nordson Corp | 4.15% |
| EXEL Exelixis Inc | 4.13% |
| CAH Cardinal Health Inc | 4.09% |
| DVN Devon Energy Corp | 4.06% |
| RSG Republic Services Inc | 3.80% |
| FFIV F5 Inc | 3.66% |
More on RCKSX.
- RCKSX overview
- RCKSX holdings
- RCKSX risk
- RCKSX costs
- RCKSX money in and out
- RCKSX share classes
- Compare RCKSX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.