Black Oak Emerging Fund Quote
BOGSX Fund | USD 8.13 0.15 1.81% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Black Oak is trading at 8.13 as of the 14th of November 2024; that is 1.81 percent decrease since the beginning of the trading day. The fund's open price was 8.28. Black Oak has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Black Oak Emerging are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2024 and ending today, the 14th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among emerging technology companies.. More on Black Oak Emerging
Moving against Black Mutual Fund
Black Mutual Fund Highlights
Thematic Idea | Emerging Markets Funds (View all Themes) |
Fund Concentration | Oak Associates Funds, Large Funds, Technology Funds, Emerging Markets Funds, Technology, Oak Associates, Large, Technology (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Black Oak Emerging [BOGSX] is traded in USA and was established 14th of November 2024. Black Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Technology category and is part of Oak Associates family. The entity is thematically classified as Emerging Markets Funds. This fund currently has accumulated 59.77 M in assets under management (AUM) with minimum initial investment of 2 K. Black Oak Emerging is currently producing year-to-date (YTD) return of 17.25%, while the total return for the last 3 years was 0.19%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Black Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Black Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Black Oak Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Black Oak Emerging Mutual Fund Constituents
PYPL | PayPal Holdings | Stock | Financials | |
DXC | DXC Technology Co | Stock | Information Technology | |
BIDU | Baidu Inc | Stock | Communication Services | |
CA | Xtrackers California Municipal | Etf | Muni California Intermediate | |
AAPL | Apple Inc | Stock | Information Technology | |
CRM | Salesforce | Stock | Information Technology | |
CRUS | Cirrus Logic | Stock | Information Technology | |
TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information |
Black Oak Emerging Risk Profiles
Mean Deviation | 0.9804 | |||
Semi Deviation | 1.2 | |||
Standard Deviation | 1.31 | |||
Variance | 1.72 |
Black Oak Against Markets
Other Information on Investing in Black Mutual Fund
Black Oak financial ratios help investors to determine whether Black Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Black with respect to the benefits of owning Black Oak security.
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