The new Web site, www.oakfunds.com , includes:
- information on each Oak Associates mutual fund
- an expanded investor education section
- access to commentary by members of Oak Associates’ investment team
- the ability to invest online.
Information on each fund includes its investment goal and approach, a complete list of holdings as of the most recent quarter end, and daily and annual performance. The investor section is geared towards individual investors and includes articles covering topics such as investing basics, mutual funds, retirement planning and education savings.
Additionally, the Web site includes a section dedicated to investment professionals, furnishes fact sheets for each fund and in-depth comments on a featured funds’ performance and holdings. Advisors can also access recent conference calls with fund managers.