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RCKSX Rock Oak Core Growth Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NetApp (NASDAQ:NTAP), Seagate Technology Holdings PLC (NASDAQ:STX), Exelixis (NASDAQ:EXEL).

Industry description

The investment seeks long-term capital growth. The fund invests primarily in common stocks of mid capitalization companies, though the fund may also hold positions in large market capitalization companies. 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").

Market Cap

The average market capitalization across the Rock Oak Core Growth MF is 29.02B. The market cap for tickers in the group ranges from 7.65B to 77.99B. TDG holds the highest valuation in this group at 77.99B. The lowest valued company is EXEL at 7.65B.

Volume

The average weekly volume growth across all stocks in the Rock Oak Core Growth MF was 122%. For the same stocks of the MF, the average monthly volume growth was 158% and the average quarterly volume growth was 87%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 57
Price Growth Rating: 32
SMR Rating: 45
Profit Risk Rating: 18
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com
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RCKSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RCKSX has been closely correlated with FSMDX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if RCKSX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RCKSX
1D Price
Change %
RCKSX100%
-0.05%
FSMDX - RCKSX
96%
Closely correlated
-0.50%
VIMSX - RCKSX
91%
Closely correlated
-0.18%
VMCIX - RCKSX
91%
Closely correlated
-0.18%
VMCPX - RCKSX
90%
Closely correlated
-0.18%
VIMAX - RCKSX
90%
Closely correlated
-0.18%
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