Advertisement
Skip to Content

White Oak Select Growth WOGSX

Quantitative rating as of
  • NAV / 1-Day Return 112.35  /  0.36 %
  • Total Assets 337.5 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.49%
  • Turnover 10%

Morningstar’s Analysis WOGSX

Will WOGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

White Oak Select Growth's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor