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WhiteOak Capital Large Cap Fund

WhiteOak Capital Mutual FundLarge Cap FundActiveAs of 2026-07-31
Holdings
77
Broad portfolio
Top 10 weight
49%
Concentration
Strategy
Active
Portfolio style
Equity
87%
Asset allocation

Portfolio

29Sectors4Large positions25.1%Top: Banks0.0%Cash

Market-cap allocation

Large cap73%
Mid cap7%
Small cap2%

Asset allocation

Equity87%

Top holdings

Eternal LimitedEQUITY3.0%
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Portfolio insights

Portfolio read

  • 87% equity.
  • Large-cap exposure is 73%.
  • Largest equity sector is Banks at 25.1%.

Watchpoints

  • Sector concentration is elevated: Banks represents 25%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Large Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks25.1%
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