4 / 5 Stars
5 5 3 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 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 35.39 percent over the past year, 16.66 percent over the past three years, 27.83 percent over the past five years, and 7.53 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||7.5%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets, under normal circumstances, in equity securities of companies which produce, design, or market technology products or services; rely extensively on technology in their product development or operations; or which the Adviser expects to benefit from technological advances and improvements. It invests primarily in U.S. common stocks, but may, to a lesser extent, invest in foreign common stocks and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund is non-diversified.
Fees are High compared to funds in the same category.
Red Oak Technology Select Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.