BOGSX : Black Oak Emerging Technology Fund

BOGSX is a Sector Equity Market Technology with HIGH fees.

BOGSX

Black Oak Emerging Technology Fund

FI Score

14 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

14% FI Score
  • bogsx
  • Mutual Fund
  • Sector Equity
  • Technology

Black Oak Emerging Technology Fund

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why ยป

Fund 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.

Largest Holdings

Amount Holding
6.46% Apple Inc
5.66% Citrix Systems Inc
5.02% Tencent Holdings Ltd ADR
4.02% Illumina Inc
3.83% SolarEdge Technologies Inc
3.56% Fortinet Inc
3.46% KLA Corp
3.20% Diodes Inc
3.11% Salesforce.com Inc
2.92% Facebook Inc A
2.90% NetApp Inc
2.77% Ambarella Inc
2.75% Ubiquiti Inc
2.71% Lam Research Corp
2.65% Palo Alto Networks Inc
2.61% F5 Networks Inc
2.53% Seagate Technology PLC
2.50% Jack Henry & Associates Inc
2.44% Silicon Motion Technology Corp ADR
2.33% Qualcomm Inc
2.26% Cohu Inc
2.20% PayPal Holdings Inc
2.15% Cirrus Logic Inc
2.09% Advanced Energy Industries Inc
2.08% Perficient Inc

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