ROGSX : Red Oak Technology Select Fund

ROGSX is a Sector Equity Market Technology with HIGH fees.

ROGSX

Red Oak Technology Select Fund

FI Score

32 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

32% FI Score
  • rogsx
  • Mutual Fund
  • Sector Equity
  • Technology

Red Oak Technology Select Fund

Expenses: 0.95% (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 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 equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund.

Largest Holdings

Amount Holding
8.56% Microsoft Corp
6.84% Apple Inc
6.04% Amazon.com Inc
5.85% Intel Corp
5.24% Alphabet Inc Class C
4.80% Facebook Inc A
4.56% Cisco Systems Inc
4.41% KLA Corp
4.12% Alphabet Inc A
4.12% Oracle Corp
3.68% Citrix Systems Inc
3.43% Global Payments Inc
3.30% VMware Inc
2.99% Xilinx Inc
2.62% Check Point Software Technologies Ltd
2.61% Skyworks Solutions Inc
2.59% Visa Inc Class A
2.57% Synopsys Inc
2.44% NetApp Inc
2.25% Seagate Technology PLC
2.15% Akamai Technologies Inc
2.08% Qualcomm Inc
1.96% eBay Inc
1.89% NXP Semiconductors NV
1.80% International Business Machines Corp

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