Fund name: White Oak Growth Stock Fund
Managed by: Oak Associates
Portfolio manager: Jim Oelschlager
Holdings include: Cisco Systems, Merck, Morgan Stanley Dean Witter
Total assets: $712 million
Average annual return: 18.91% (since its inception in August 1992)
Load: None
Management fee: 0.98%
Minimum initial investment: $2,000
Phone: (888) 462-5386
Web site:http://www.oakassociates.com
Figures are as of 9/4/98.
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This article was originally published in the November 1998 print edition of Entrepreneur with the headline: Small Wonders.
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