In a recent SEC filing, Oak Associates Funds submitted Form NPORT-P. This filing is significant as it provides detailed information about the fund’s portfolio holdings, including the types of securities held, their values, and any changes in the portfolio over the reporting period. Investors and analysts closely monitor these filings to gain insights into the fund’s investment strategy and performance.
Oak Associates Funds is a reputable investment management firm known for its disciplined approach to investing. The firm offers a range of mutual funds designed to help investors achieve their financial goals. With a focus on long-term growth and capital preservation, Oak Associates Funds has built a strong reputation for delivering consistent returns to its clients.
Form NPORT-P is a filing required by the Securities and Exchange Commission (SEC) for registered investment companies to report their complete portfolio holdings on a semi-annual basis. This form provides transparency to investors and regulators, allowing them to assess the fund’s investment decisions and compliance with regulatory requirements. Investors can access Oak Associates Funds’ Form NPORT-P filing on the SEC’s website or through the fund’s official website for more detailed information on its portfolio composition.
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