RCKSX Mutual Fund

RCKSX Mutual Fund (Rock Oak Core Growth Fund) is managed by Oak Associates Funds with $13.9M in net assets. RCKSX expense ratio is 1.25%, holding 34 positions across sectors including Industrials, Health Care, Financials. Inception date: 2004-12-31.

RCKSX performance shows a YTD return of 17.73%. The 1-year return is 19.53% and the 5-year return is 9.15%. RCKSX dividend yield stands at 5.26%.

RCKSX top holdings include Mount Vernon Liquid Assets Portfolio, Llcmount Vernon Liquid Assets Portfolio, Llc (7.9%), Applied Industrial Technologies Inc (4.9%), Exelixis Inc (4.6%), Cardinal Health Inc. (4.6%), Netapp Inc (4.4%). Go to all RCKSX holdings, RCKSX sectors, or RCKSX dividends.

RCKSX can be compared against other funds. Use RCKSX overlap to find shared positions, or RCKSX vs another fund for a side-by-side view. RCKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.