BOGSX – Black Oak Emerging Technology Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BOGSX	Black Oak Emerging Technology Fund	Institutional	Open			Dec 29, 2000	$73.47M	1.050%	Above Average	$2,000	−$15.62M

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