Red Oak Financials
| ROGSX Fund | USD 44.42 0.33 0.75% |
Red |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Red Oak Fund Summary
Red Oak competes with Pin Oak, White Oak, Black Oak, Berkshire Focus, and Janus Global. The fund will invest at least 80 percent 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 that meet the investment criteria of the fund.Specialization | Technology, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6710813055 |
| Business Address | Oak Associates Funds |
| Mutual Fund Family | Oak Associates |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Phone | 888 462 5386 |
| Currency | USD - US Dollar |
Red Oak Key Financial Ratios
Red Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Red Oak's current stock value. Our valuation model uses many indicators to compare Red Oak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Red Oak competition to find correlations between indicators driving Red Oak's intrinsic value. More Info.Red Oak Technology is rated fourth largest fund in price to earning among similar funds. It also is rated fourth largest fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Red Oak Technology is roughly 5.97 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Red Oak's earnings, one of the primary drivers of an investment's value.Red Oak Technology Systematic Risk
Red Oak's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Red Oak volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Red Oak Technology correlated with the market. If Beta is less than 0 Red Oak generally moves in the opposite direction as compared to the market. If Red Oak Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Red Oak Technology is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Red Oak is generally in the same direction as the market. If Beta > 1 Red Oak moves generally in the same direction as, but more than the movement of the benchmark.
Red Oak Thematic Clasifications
Red Oak Technology is part of several thematic ideas from Tech Funds to Tech Growth. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasRed Oak Technology is rated second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Technology category is currently estimated at about 6.24 Billion. Red Oak holds roughly 529.55 Million in net asset claiming about 8% of funds listed under Technology category.Red Oak March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Red Oak help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Red Oak Technology. We use our internally-developed statistical techniques to arrive at the intrinsic value of Red Oak Technology based on widely used predictive technical indicators. In general, we focus on analyzing Red Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Red Oak's daily price indicators and compare them against related drivers.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 6.71 | |||
| Value At Risk | (3.29) | |||
| Potential Upside | 1.67 |
Other Information on Investing in Red Mutual Fund
Red Oak financial ratios help investors to determine whether Red Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Red with respect to the benefits of owning Red Oak security.
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