Red Oak Technology Fund Quote

ROGSX Fund  USD 43.76  0.74  1.66%   

Performance

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Odds Of Distress

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Red Oak is trading at 43.76 as of the 20th of March 2025; that is 1.66 percent decrease since the beginning of the trading day. The fund's open price was 44.5. Red 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 companies operating in the technology sector, as determined by the Adviser. Red Oak is traded on NASDAQ Exchange in the United States. More on Red Oak Technology

Moving together with Red Mutual Fund

  0.84VITAX Vanguard InformationPairCorr
  0.91FSPTX Technology PortfolioPairCorr
  0.85FSELX Fidelity Select SemiPairCorr
  0.94FSCSX Software And ItPairCorr
  0.96SLMCX Columbia SeligmanPairCorr
  0.87SCICX Columbia SeligmanPairCorr

Red Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationTech Funds, Tech Growth Funds, Technology, Oak Associates, Large Growth, Technology (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Red Oak Technology [ROGSX] 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 at this time has accumulated 529.55 M in assets with minimum initial investment of 2 K. Red Oak Technology is currently producing year-to-date (YTD) return of 2.4%, while the total return for the last 3 years was 13.21%.
Check Red Oak Probability Of Bankruptcy

Instrument Allocation

Top Red Oak Technology Mutual Fund Constituents

KLACKLA TencorStockInformation Technology
SWKSSkyworks SolutionsStockInformation Technology
SNPSSynopsysStockInformation Technology
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
AAPLApple IncStockInformation Technology
INTCIntelStockInformation Technology
GPNGlobal PaymentsStockFinancials
More Details

Red Oak Technology Risk Profiles

Red Oak Against Markets

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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