Red Oak Technology Fund Quote
| ROGSX Fund | USD 47.89 0.05 0.10% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Red Oak is trading at 47.89 as of the 4th of October 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 47.84. Red Oak has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Red Oak Technology are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 4th of October 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 companies operating in the technology sector, as determined by the Adviser. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts that meet the investment criteria of the fund.. More on Red Oak Technology
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Red Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Oak Associates Funds, Large Growth Funds, Technology Funds, Tech Funds, Commodities Funds, Tech Growth Funds, Technology, Oak Associates, Large Growth, Technology (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Red Oak Technology [ROGSX] is traded in USA and was established 4th of October 2024. Red 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 Tech Funds. This fund at this time has accumulated 529.55 M in assets with minimum initial investment of 2 K. Red Oak Technology is currently producing year-to-date (YTD) return of 22.71% with the current yeild of 0.0%, while the total return for the last 3 years was 11.34%.
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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 Red 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 Red 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 Red Oak Technology 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 Red Oak Technology Mutual Fund Constituents
| KLAC | KLA Tencor | Stock | Information Technology | |
| SWKS | Skyworks Solutions | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| GPN | Global Payments | Stock | Financials |
Red Oak Technology Risk Profiles
Red Oak Against Markets
Other Information on Investing in Red Mutual Fund
Red Oak financial ratios help investors to determine whether Red 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 Red with respect to the benefits of owning Red Oak security.
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