BOGSX Mutual Fund
BOGSX Mutual Fund
BOGSX Mutual Fund
Black Oak Emerging Technology Fund
BOGSX Mutual Fund Overview
BOGSX Mutual Fund (Black Oak Emerging Technology Fund) is managed by Oak Associates Funds with $70.5M in net assets. BOGSX expense ratio is 1.05%, holding 30 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-12-29.
BOGSX performance shows a YTD return of 30.67%. The 1-year return is 41.19% and the 5-year return is 10.54%. BOGSX dividend yield stands at 4.41%, paid annually.
BOGSX top holdings include Mount Vernon Liquid Assets Portfolio, LLC (13.5%), Kla Corp (8.1%), Pg Photonics Corp. (8.0%), Advanced Energy Industries, Inc. (7.2%), Nvidia Corp. (6.3%). Go to all BOGSX holdings, BOGSX sectors, or BOGSX dividends.
BOGSX can be compared against other funds. Use BOGSX overlap to find shared positions, or BOGSX vs another fund for a side-by-side view. BOGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.