WOGSX Alternatives & Similar Mutual Funds

White Oak Select Growth Fund (WOGSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WOGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WOGSX

WOGSX charges 0.89% annually. There are 263 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	WOGSX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	WOGSX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	WOGSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	WOGSX vs FLCPX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	WOGSX vs SWPPX

Best Risk-Adjusted Alternatives to WOGSX

WOGSX has a PortfoliosLab risk / return rank of 58. There are 145 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	WOGSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	WOGSX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	WOGSX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	WOGSX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	WOGSX vs RCKSX

Top Performing WOGSX Alternatives (YTD)

WOGSX is at 10.65% YTD. There are 125 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	WOGSX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	WOGSX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	WOGSX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	WOGSX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	WOGSX vs IGIAX

Lowest Volatility Alternatives to WOGSX

WOGSX has 15.25% 1-year volatility. There are 356 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	WOGSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	WOGSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	WOGSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	WOGSX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	WOGSX vs SILVX

Lowest Drawdown Alternatives to WOGSX

WOGSX has a 1-year max drawdown of -11.20%. There are 330 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	WOGSX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	WOGSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	WOGSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	WOGSX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	WOGSX vs AMFEX

Other Mutual Funds from Oak Associates

The 5 most viewed Oak Associates mutual funds shown here include ROGSX, POGSX, BOGSX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ROGSX	Red Oak Technology Select Fund	Technology Equities	29	13.70%	—	Dec 1998	WOGSX vs ROGSX
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	WOGSX vs POGSX
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	56	30.67%	—	Dec 2000	WOGSX vs BOGSX
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	80	8.33%	—	Jun 2001	WOGSX vs LOGSX
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	92	30.67%	—	Jun 2005	WOGSX vs RIVSX

Often Compared With WOGSX

Investors most often compare WOGSX with SCHG, JNRFX, VGHAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	WOGSX vs SCHG
JNRFX	Janus Henderson Research Fund Class D	Large Cap Growth Equities, Actively Managed	9	2.45%	—	May 1993	WOGSX vs JNRFX
VGHAX	Vanguard Health Care Fund Admiral Shares	Health & Biotech Equities	75	3.46%	38.80B	Nov 2001	WOGSX vs VGHAX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	78	12.19%	43.26B	Nov 2009	WOGSX vs SCHB
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	10	0.29%	4.75B	Dec 2017	WOGSX vs SWLGX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	80	49.63%	—	Jul 1985	WOGSX vs FSELX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	WOGSX vs VOO
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	WOGSX vs FCNTX
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	WOGSX vs FXAIX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	WOGSX vs FNSTX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	WOGSX vs NWAUX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	51	11.07%	—	Nov 1988	WOGSX vs MUHLX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	WOGSX vs YFSIX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	WOGSX vs ORDNX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	WOGSX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	6.87%	—	Sep 2018	WOGSX vs GQEIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	43	6.93%	—	Jan 1990	WOGSX vs PAGDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	WOGSX vs VITPX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	WOGSX vs DHAMX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	42	7.18%	—	Sep 2022	WOGSX vs FEQHX

Compare WOGSX with Any Fund or Stock

Compare WOGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WOGSX with funds that move differently

White Oak Select Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WOGSX.

Explore WOGSX Diversifiers

White Oak Select Growth Fund (WOGSX) Alternatives