Black Oak Emerging Fund Quote

BOGSX Fund  USD 8.13  0.15  1.81%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
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

  0.76DZSI DZS IncPairCorr
  0.74ELCO Elcom InternationalPairCorr
  0.71VHAI VHAIPairCorr
  0.64VVPR VivoPower InternationalPairCorr
  0.6DLPX Delphax TechnologiesPairCorr
  0.6XELAP Exela TechnologiesPairCorr

Black Mutual Fund Highlights

Thematic IdeaEmerging Markets Funds (View all Themes)
Fund ConcentrationOak Associates Funds, Large Funds, Technology Funds, Emerging Markets Funds, Technology, Oak Associates, Large, Technology (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
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%.
Check Black Oak Probability Of Bankruptcy

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

PYPLPayPal HoldingsStockFinancials
DXCDXC Technology CoStockInformation Technology
BIDUBaidu IncStockCommunication Services
CAXtrackers California MunicipalEtfMuni California Intermediate
AAPLApple IncStockInformation Technology
CRMSalesforceStockInformation Technology
CRUSCirrus LogicStockInformation Technology
TCEHYTencent Holdings LtdPink SheetInternet Content & Information
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Black Oak Emerging Risk Profiles

Black Oak Against Markets

Other Information on Investing in Black Mutual Fund

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