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10 Questions With Growth Guy Jim Oelschlager
Jim Oelschlager might be on the ropes, but he's still throwing punches.
| Talking With: |
| Fund: (WOGSX Quote)White Oak Growth Stock |
| Assets: $4 billion |
| Managed Since: Aug. 3, 1992 (inception)* |
| 1-Year Return: -51.3%/Trails 91% of Peers |
| 5-Year Return: 14.6%/Beats 83% of Peers |
| Sales Charge: None |
| Expense Ratio: 0.96% vs. 1.48% category average |
| Top-Three Holdings: Applied Materials(AMAT Quote) Citigroup(C Quote) Eli Lilly(LLY Quote) |
| Source: Morningstar. *Co-manages the fund with Donna Barton. |
His big-cap growth (WOGSX Quote)White Oak Growth Stock and (POGSX Quote)Pin Oak Aggressive Growth funds are down a respective 52% and 65% over the past 12 months, both trailing more than 90% of their peers, according to Chicago fund-tracker Morningstar. The reason: Oelschlager is a die-hard believer in tech. Two of his firm's four funds are tech-sector funds; he stashes most of each fund's money into that mercurial sector, down 50% over the past year if we use the tech-heavy Nasdaq Composite as a yardstick. ...
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
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