Pin Oak Equity Fund Quote
| POGSX Fund | USD 78.21 0.62 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pin Oak is trading at 78.21 as of the 19th of March 2025; that is 0.80 percent increase since the beginning of the trading day. The fund's open price was 77.59. Pin Oak has about a 21 % 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies that the Adviser believes have above-average growth potential at attractive prices. 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. More on Pin Oak Equity
Moving together with Pin Mutual Fund
| 0.62 | ROGSX | Red Oak Technology | PairCorr |
| 0.63 | RIVSX | River Oak Discovery | PairCorr |
| 0.96 | WOGSX | White Oak Select | PairCorr |
Moving against Pin Mutual Fund
Pin Mutual Fund Highlights
| Fund Concentration | Oak Associates Funds, Large Value Funds, Large Blend Funds, Large Blend, Oak Associates, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Pin Oak Equity [POGSX] is traded in USA and was established 19th of March 2025. Pin Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Oak Associates family. This fund at this time has accumulated 123.76 M in assets with minimum initial investment of 2 K. Pin Oak Equity is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.0%, while the total return for the last 3 years was 10.18%.
Check Pin Oak Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pin Oak Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pin Oak Equity Mutual Fund Constituents
| FOX | Fox Corp Class | Stock | Communication Services | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| ILMN | Illumina | Stock | Health Care | |
| TRV | The Travelers Companies | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MCK | McKesson | Stock | Health Care |
Pin Oak Equity Risk Profiles
| Mean Deviation | 0.9644 | |||
| Standard Deviation | 2.12 | |||
| Variance | 4.49 | |||
| Risk Adjusted Performance | (0.09) |
Pin Oak Against Markets
Other Information on Investing in Pin Mutual Fund
Pin Oak financial ratios help investors to determine whether Pin 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 Pin with respect to the benefits of owning Pin Oak security.
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