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BOGSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$8.00
Change
+$0.06 (+0.76%)
Net Assets
60.07M

BOGSX Black Oak Emerging Technology Forecast, Technical & Fundamental Analysis

Category Technology
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Salesforce (NYSE:CRM), Advanced Micro Devices (NASDAQ:AMD), Lam Research Corp (NASDAQ:LRCX), KLA Corp (NASDAQ:KLAC).

Industry description

The investment seeks long-term capital growth. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among "emerging" technology companies.

Market Cap

The average market capitalization across the Black Oak Emerging Technology MF is 76.32B. The market cap for tickers in the group ranges from 1.55B to 293.19B. CRM holds the highest valuation in this group at 293.19B. The lowest valued company is COHU at 1.55B.

Volume

The average weekly volume growth across all stocks in the Black Oak Emerging Technology MF was -51%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 46
Price Growth Rating: 50
SMR Rating: 59
Profit Risk Rating: 35
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com
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BOGSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BOGSX has been closely correlated with VITAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if BOGSX jumps, then VITAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BOGSX
1D Price
Change %
BOGSX100%
+0.76%
VITAX - BOGSX
89%
Closely correlated
+1.08%
SCIRX - BOGSX
87%
Closely correlated
+0.98%
PRGTX - BOGSX
87%
Closely correlated
+0.89%
SLMCX - BOGSX
87%
Closely correlated
+0.98%
FSPTX - BOGSX
87%
Closely correlated
+0.89%
More