RCKSX : Rock Oak Core Growth Fund

RCKSX is a US Stocks Market Large Blend with HIGH fees.

RCKSX

Rock Oak Core Growth Fund

FI Score

20 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

20% FI Score
  • rcksx
  • Mutual Fund
  • US Stocks
  • Large Blend

Rock Oak Core Growth Fund

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of mid capitalization companies, though the fund may also hold positions in large market capitalization companies. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

Largest Holdings

Amount Holding
6.43% TAL Education Group ADR
5.05% Amazon.com Inc
4.88% KLA Corp
4.42% Seagate Technology PLC
4.12% Jazz Pharmaceuticals PLC
4.11% Ubiquiti Inc
3.81% The Hartford Financial Services Group Inc
3.76% Cognizant Technology Solutions Corp A
3.40% F5 Networks Inc
3.28% Illumina Inc
3.26% Molson Coors Beverage Co B
3.20% Tencent Holdings Ltd ADR
3.12% CyrusOne Inc
3.04% Amgen Inc
3.04% Gilead Sciences Inc
2.89% Alphabet Inc Class C
2.74% NetApp Inc
2.66% Republic Services Inc Class A
2.65% iQIYI Inc ADR
2.60% Citrix Systems Inc
2.43% Colfax Corp
2.29% Pool Corp
2.15% Assurant Inc
2.07% Gentex Corp
2.04% Quest Diagnostics Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo