River Oak Discovery Fund Quote
| RIVSX Fund | USD 19.44 0.26 1.36% |
Performance6 of 100
| Odds Of DistressLess than 19
|
River Oak is trading at 19.44 as of the 26th of November 2024; that is 1.36 percent increase since the beginning of the trading day. The fund's open price was 19.18. River Oak has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for River Oak Discovery are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. More on River Oak Discovery
Moving together with River Mutual Fund
River Mutual Fund Highlights
| Fund Concentration | Oak Associates Funds, Large Funds, Small Blend Funds, Small Blend, Oak Associates (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
River Oak Discovery [RIVSX] is traded in USA and was established 26th of November 2024. River Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Oak Associates family. This fund at this time has accumulated 23.79 M in assets with minimum initial investment of 2 K. River Oak Discovery is currently producing year-to-date (YTD) return of 11.58%, while the total return for the last 3 years was 1.46%.
Check River Oak Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on River Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding River Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as River Oak Discovery Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top River Oak Discovery Mutual Fund Constituents
| AIZ | Assurant | Stock | Financials | |
| KEM | KraneShares Trust | Etf | Diversified Emerging Mkts | |
| AB | AllianceBernstein Holding LP | Stock | Financials | |
| WK | Workiva | Stock | Information Technology | |
| UTHR | United Therapeutics | Stock | Health Care | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| SIMO | Silicon Motion Technology | Stock | Information Technology | |
| SEDG | SolarEdge Technologies | Stock | Information Technology |
River Oak Discovery Risk Profiles
| Mean Deviation | 0.9236 | |||
| Semi Deviation | 1.09 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.63 |
River Oak Against Markets
Other Information on Investing in River Mutual Fund
River Oak financial ratios help investors to determine whether River 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 River with respect to the benefits of owning River Oak security.
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