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RCKSX
Mutual Fund ticker: NASDAQ
AS OF
Apr 9 closing price
Price
$18.47
Change
+$1.27 (+7.38%)
Net Assets
11.56M

RCKSX Rock Oak Core Growth Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Mid-Cap Blend
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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 28.83B. The market cap for tickers in the group ranges from 9.64B to 72.81B. TDG holds the highest valuation in this group at 72.81B. The lowest valued company is EXEL at 9.64B.

Volume

The average weekly volume growth across all stocks in the Rock Oak Core Growth MF was 146%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 289%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 69
Price Growth Rating: 56
SMR Rating: 43
Profit Risk Rating: 20
Seasonality Score: 7 (-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%
N/A
FSMDX - RCKSX
96%
Closely correlated
N/A
VIMSX - RCKSX
93%
Closely correlated
N/A
VMCPX - RCKSX
93%
Closely correlated
N/A
VIMAX - RCKSX
93%
Closely correlated
N/A
VMCIX - RCKSX
93%
Closely correlated
N/A
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