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Black Oak Emerging Technology (BOGSX)

10.27 -0.26 (-2.47%)
At close: 8:07:03 PM EST
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  • Previous Close 10.53
  • YTD Return 45.77%
  • Expense Ratio 1.05%
  • Category Technology
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 72.67M
  • Beta (5Y Monthly) 1.40
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.00
  • Inception Date Dec 29, 2000

The fund will invest at least 80% 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.

Oak Associates

Fund Family

Technology

Fund Category

72.67M

Net Assets

2000-12-29

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Technology.

YTD Return

BOGSX
45.77%
Category
12.31%

1-Year Return

BOGSX
47.33%
Category
53.90%

3-Year Return

BOGSX
28.88%
Category
27.50%

5-Year Return

BOGSX
12.52%
Category
28.80%

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