POGSX Mutual Fund
NAV$96.54
AUM$143M
TER0.95%
Holdings30
POGSX Mutual Fund
NAV$96.54
Pin Oak Equity Fund
AUM$143M
TER0.95%
Holdings30

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POGSX Mutual Fund Overview
POGSX Mutual Fund (Pin Oak Equity Fund) is managed by Oak Associates Funds with $143.5M in net assets. POGSX expense ratio is 0.95%, holding 30 positions across sectors including Unknown. Inception date: 1992-08-03.
POGSX performance shows a YTD return of 6.27%. The 1-year return is 26.66% and the 5-year return is 8.61%. POGSX dividend yield stands at 8.31%, paid annually.
POGSX top holdings include AMZN (7.4%), BK (6.9%), GOOG (6.8%), KLAC (6.7%), SCHW (6.4%). View all POGSX holdings, sector breakdown, or dividend history.
POGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.