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 Dow Down 0.16% Nasdaq Up 0.40%

Black Oak Emerging Technology (BOGSX)

4.13 Down 0.03(0.72%) Jul 23
Prev Close:4.16
YTD Return*:5.33%
Net Assets*:34.13M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
CSC5.2215.26
AAPL4.9517.82
QCOM4.918.42
CRM4.737.27
WDC4.3113.42

Fund Basics

Morningstar Overall Rating:
Total Assets:34.13M
Category:Technology
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:5.33%
5y Avg Return:16.19%
Rank in Category (ytd):59
% Rank in Category (ytd):29.06%
Beta (3y):1.19
Morningstar Risk Rating:4

Fund Summary

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 emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among "emerging" technology companies. View More
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