2 / 5 Stars
2 2 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#27 in Technology
U.S. News evaluated 51 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 32.77 percent over the past year, 7.54 percent over the past three years, 22.58 percent over the past five years, and 5.46 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that the adviser considers to be well-positioned to become market leaders among "emerging" technology companies. Emerging technology companies are those that the adviser believes have the potential to develop, or are expected to benefit from, new technology or significant improvements or enhancements to existing technology. 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 is non-diversified.
Fees are High compared to funds in the same category.
Black Oak Emerging Technology Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.