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Black Oak Emerging Technology BOGSX

Quantitative rating as of | See Oak Associates Investment Hub
  • NAV / 1-Day Return 7.03  /  1.40 %
  • Total Assets 59.3 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

Morningstar’s Analysis BOGSX

Will BOGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Black Oak Emerging Technology's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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