White Oak Select Growth FundWOGSX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$477.0M
Expense ratio
0.90%
1-year return
+35.6%
3 years, a year
+24.7%
5 years, a year
+10.8%
Holdings
30
What it aims to do.
The Fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AMZN Amazon.Com Inc | 9.50% |
| GOOG Alphabet Inc | 7.02% |
| KLAC Kla Corp | 6.58% |
| CSCO Cisco Systems Inc | 6.33% |
| JPM Jp Morgan Chase & Company | 5.97% |
| SCHW Charles Schwab Corp (The) | 5.46% |
| AMGN Amgen Inc | 5.03% |
| GOOGL Alphabet Inc | 4.74% |
| LOW Lowe's Companies Inc | 4.51% |
| Mount Vernon Liquid Assets Portfolio, LLC | 4.26% |
More on WOGSX.
- WOGSX overview
- WOGSX holdings
- WOGSX risk
- WOGSX costs
- WOGSX money in and out
- WOGSX share classes
- Compare WOGSX 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.