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ROGSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$49.60
Change
+$0.44 (+0.90%)
Net Assets
676.41M

ROGSX Red Oak Technology Select Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Oracle Corp (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), QUALCOMM (NASDAQ:QCOM), KLA Corp (NASDAQ:KLAC), NXP Semiconductors NV (NASDAQ:NXPI).

Industry description

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 companies operating in the technology sector, as determined by the Adviser. 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.

Market Cap

The average market capitalization across the Red Oak Technology Select MF is 965.1B. The market cap for tickers in the group ranges from 53.43B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NXPI at 53.43B.

Volume

The average weekly volume growth across all stocks in the Red Oak Technology Select MF was 218%. For the same stocks of the MF, the average monthly volume growth was 214% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 58
Price Growth Rating: 41
SMR Rating: 28
Profit Risk Rating: 19
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Oak Associates Funds1 Freedom Valley DriveOaks
Phone
N/A
Web
www.oakfunds.com
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ROGSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ROGSX has been closely correlated with VITAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if ROGSX jumps, then VITAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ROGSX
1D Price
Change %
ROGSX100%
+0.90%
VITAX - ROGSX
95%
Closely correlated
+1.56%
PRGTX - ROGSX
93%
Closely correlated
+1.25%
FSPTX - ROGSX
92%
Closely correlated
+1.74%
SCMIX - ROGSX
91%
Closely correlated
+1.38%
SCIRX - ROGSX
88%
Closely correlated
+1.39%
More