White Oak Financials
| WOGSX Fund | USD 147.11 0.13 0.09% |
White |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
White Oak Fund Summary
White Oak competes with Red Oak, Pin Oak, Black Oak, Clearbridge Value, and Victory Rs. The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. White Oak is traded on NASDAQ Exchange in the United States.Specialization | Large Blend, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6710811075 |
| Business Address | Oak Associates Funds |
| Mutual Fund Family | Oak Associates |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 462 5386 |
| Currency | USD - US Dollar |
White Oak Key Financial Ratios
White Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining White Oak's current stock value. Our valuation model uses many indicators to compare White Oak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across White Oak competition to find correlations between indicators driving White Oak's intrinsic value. More Info.White Oak Select is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for White Oak Select is roughly 7.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the White Oak's earnings, one of the primary drivers of an investment's value.White Oak Select Systematic Risk
White Oak's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. White Oak volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on White Oak Select correlated with the market. If Beta is less than 0 White Oak generally moves in the opposite direction as compared to the market. If White Oak Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one White Oak Select is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of White Oak is generally in the same direction as the market. If Beta > 1 White Oak moves generally in the same direction as, but more than the movement of the benchmark.
White Oak February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of White Oak help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of White Oak Select. We use our internally-developed statistical techniques to arrive at the intrinsic value of White Oak Select based on widely used predictive technical indicators. In general, we focus on analyzing White Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build White Oak's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 13.43 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.21 |
Other Information on Investing in White Mutual Fund
White Oak financial ratios help investors to determine whether White Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in White with respect to the benefits of owning White Oak security.
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