4 / 5 Stars
5 5 3 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#3 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 37.98 percent over the past year, 17.84 percent over the past three years, 29.84 percent over the past five years, and 8.33 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.2%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||29.8%|
|10 Years (Annualized)||8.3%|
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 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 common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund.
Fees are Low 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.