Black Oak Emerging Fund Quote

BOGSX Fund  USD 6.96  0.06  0.85%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Black Oak is trading at 6.96 as of the 20th of March 2025; that is 0.85 percent decrease since the beginning of the trading day. The fund's open price was 7.02. Black Oak has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. Black Oak is traded on NASDAQ Exchange in the United States. More on Black Oak Emerging

Moving together with Black Mutual Fund

  0.83VITAX Vanguard InformationPairCorr
  0.88FSPTX Technology PortfolioPairCorr
  0.82FSELX Fidelity Select SemiPairCorr
  0.86FSCSX Software And ItPairCorr
  0.89SLMCX Columbia SeligmanPairCorr
  0.82SCICX Columbia SeligmanPairCorr

Black Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationTech Funds, Emerging Markets Funds, Technology, Oak Associates, Large, Technology (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Black Oak Emerging [BOGSX] is traded in USA and was established 20th of March 2025. The fund is listed under Technology category and is part of Oak Associates family. The entity is thematically classified as Tech Funds. This fund currently has accumulated 59.77 M in assets under management (AUM) with minimum initial investment of 2 K. Black Oak Emerging is currently producing year-to-date (YTD) return of 0.28%, while the total return for the last 3 years was 3.86%.
Check Black Oak Probability Of Bankruptcy

Instrument Allocation

Top Black Oak Emerging Mutual Fund Constituents

PYPLPayPal HoldingsStockFinancials
DIODDiodes IncorporatedStockInformation Technology
AEISAdvanced Energy IndustriesStockInformation Technology
CRMSalesforceStockInformation Technology
NTESNetEaseStockCommunication Services
KLACKLA TencorStockInformation Technology
TCEHYTencent Holdings LtdPink SheetInternet Content & Information
BIDUBaidu IncStockCommunication Services
More Details

Black Oak Emerging Risk Profiles

Black Oak Against Markets

Other Information on Investing in Black Mutual Fund

Black Oak financial ratios help investors to determine whether Black 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 Black with respect to the benefits of owning Black Oak security.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance