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POGSX
Mutual Fund ticker: NASDAQ
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POGSX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
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Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Amgen (NASDAQ:AMGN), Charles Schwab Corp (The) (NYSE:SCHW), KLA Corp (NASDAQ:KLAC), McKesson Corp (NYSE:MCK).

Industry description

The investment seeks long-term capital growth. 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 ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.

Market Cap

The average market capitalization across the Pin Oak Equity MF is 641.72B. The market cap for tickers in the group ranges from 9.78B to 2.25T. AMZN holds the highest valuation in this group at 2.25T. The lowest valued company is AIZ at 9.78B.

Volume

The average weekly volume growth across all stocks in the Pin Oak Equity MF was 40%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 51
Price Growth Rating: 35
SMR Rating: 40
Profit Risk Rating: 21
Seasonality Score: 11 (-100 ... +100)
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com