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MFWire: Oak Funds
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Oak Associates
101 Federal Street
Boston, MA  02110
Google Maps

Main Phone: 888-462-5386
Web Site: http://www.oakfunds.com/

Mutual Fund Brand(s)
Oak Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Oak Associates was founded in 1985 by James Oelschlager, who currently serves as the firm's chief investment officer and chief executive officer. He is also the PM of the White Oak Select Growth Fund and has managed the fund since its inception. The firmís first two mutual funds were opened in 1992, followed by five additional funds over the next eight years. All told, the firm currently manages $394 million in fund assets as of September 30, 2011.
    Sponsored Opportunities

    Key People:
    Leslie Manna
    Chief Operating Officer, Oak Associates Funds
    James Oelschlager
    President and Chief Financial Officer, Oak Associates Funds
    Tina Oelschlager
    Chief Marketing Officer and Head of Sales/Distribution,
    Sandra Noll
    Chief Compliance Officer, Oak Associates Funds
    Story Archive for Oak Associates
    Published On Story Headline Publication
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    5/12/2017 Filings for Fundsters - May 12, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    5/14/2012 Younger Oelschlager May Not Be "Chief Banana" MFWire.com
    11/3/2009 A One-Star Rating Isn't the End of the World MFWire.com
     News Archives
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