BOGSX Black Oak Emerging Technology Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the Black Oak Emerging Technology MF is 78.4B. 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.

The average weekly volume growth across all stocks in the Black Oak Emerging Technology MF was -7%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -33%