Small Wonders

At A Glance

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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