Black Oak Emerging Technology Fund

Class No Load (BOGSX)
Scorecard
2 / 5 Stars
Lipper
1 2 1 3 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#27 in Technology

U.S. News evaluated 50 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Oak Associates funds

See full Technology rankings

See more fund rankings

Performance

The fund has returned 33.44 percent over the past year, 8.71 percent over the past three years, 16.19 percent over the past five years, and 6.31 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 33.4%
3 Years (Annualized) 8.7%
5 Years (Annualized) 16.2%
10 Years (Annualized) 6.3%

See more BOGSX performance

Summary

The investment seeks long-term capital growth. 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.

Fees

Fees are Low compared to funds in the same category.
Black Oak Emerging Technology Fund has an expense ratio of 1.35 percent.

See more BOGSX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more BOGSX risk

See Also:

Top Oak Associates Funds