Rock Oak E Fund Quote
| RCKSX Fund | USD 20.98 0.15 0.71% |
Performance15 of 100
| Odds Of DistressLess than 18
|
Rock Oak is trading at 20.98 as of the 29th of November 2024; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 21.13. Rock Oak has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Rock Oak E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
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 .. More on Rock Oak E
Moving together with Rock Mutual Fund
| 0.79 | ROGSX | Red Oak Technology | PairCorr |
| 0.96 | POGSX | Pin Oak Equity | PairCorr |
| 0.93 | RIVSX | River Oak Discovery | PairCorr |
| 0.88 | WOGSX | White Oak Select | PairCorr |
Moving against Rock Mutual Fund
Rock Mutual Fund Highlights
| Fund Concentration | Oak Associates Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Oak Associates, Large, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Rock Oak E [RCKSX] is traded in USA and was established 29th of November 2024. Rock Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Oak Associates family. This fund at this time has accumulated 10.26 M in assets with minimum initial investment of 2 K. Rock Oak E is currently producing year-to-date (YTD) return of 24.64% with the current yeild of 0.01%, while the total return for the last 3 years was 5.93%.
Check Rock 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 Rock 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 Rock 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 Rock Oak E 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 Rock Oak E Mutual Fund Constituents
| BIDU | Baidu Inc | Stock | Communication Services | |
| ILMN | Illumina | Stock | Health Care | |
| WDC | Western Digital | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| STI | Solidion Technology | Stock | Industrials | |
| GNTX | Gentex | Stock | Consumer Discretionary | |
| DKNG | DraftKings | Stock | Consumer Discretionary | |
| ABBV | AbbVie Inc | Stock | Health Care |
Rock Oak E Risk Profiles
| Mean Deviation | 0.6472 | |||
| Semi Deviation | 0.6949 | |||
| Standard Deviation | 0.853 | |||
| Variance | 0.7276 |
Rock Oak Against Markets
Other Information on Investing in Rock Mutual Fund
Rock Oak financial ratios help investors to determine whether Rock 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 Rock with respect to the benefits of owning Rock Oak security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |