POGSX (Pin Oak Equity)
Net Asset Value: 30.65 1-Day Return: 0.04 (0.13%) YTD Return as of 5/23/12:Up 6.24%

Classification: Multi-Cap Growth   Objective: Small-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 6.24 -0.16 19.14 4.55 4.42
Classification 7.52 -1.42 17.00 0.77 4.86
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)7143311058

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)70.00
Inception Date:8/3/92
Manager Name, TenureMark W. Oelschlager, 2005
Expense Ratio: 1.20%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Cit Group Inc Ord CIT 4.47
Fair Isaac Corp Ord FICO 4.41
Amdocs Ltd Ord DOX 4.35
Microsoft Corp Ord MSFT 4.33
Garmin Ltd Ord GRMN 4.31
Capital One Financial Corp Ord COF 4.26
Charles Schwab Corp Ord SCHW 4.13
Bmc Software Inc Ord BMC 4.07
Wells Fargo & Co Ord WFC 4.04
Dish Network Corp Ord DISH 4.00
% of Total Holdings 42.37

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