Oak Associates Funds Files NPORT-P Form with SEC
In a recent SEC filing, Oak Associates Funds submitted Form NPORT-P (0001050918), indicating significant changes within the company’s investment portfolio. Oak Associates Funds is a well-known investment management company that offers a range of mutual funds to individual and institutional investors. The filing provides transparency into the company’s holdings, giving investors insight into the securities being bought and sold within their portfolios.
Oak Associates Funds, founded in 1985, has a long-standing reputation for its disciplined investment approach and commitment to delivering strong, long-term returns for its clients. The company’s website (https://www.oakassociatesfunds.com/) offers detailed information about their investment philosophy, fund offerings, and team of experienced professionals. With a focus on fundamental research and a patient, value-oriented investment strategy, Oak Associates Funds aims to help investors achieve their financial goals over time.
Form NPORT-P is a filing required by the Securities and Exchange Commission for registered investment companies to disclose their complete portfolio holdings on a semi-annual basis. This form provides transparency and accountability, allowing investors to see the specific assets held by the company and assess the overall risk and performance of the investment portfolio. By reviewing Form NPORT-P, investors can make more informed decisions about their investments and better understand the strategies employed by Oak Associates Funds.
