POGSX Pin Oak Equity Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Pin Oak Equity MF is 1.01T. The market cap for tickers in the group ranges from 5.6B to 4.29T. GOOG holds the highest valuation in this group at 4.29T. The lowest valued company is DOX at 5.6B.

The average weekly volume growth across all stocks in the Pin Oak Equity MF was 1%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was -9%