About ROGSX
The Red Oak Technology Select Fund is a sector-specific mutual fund focused on achieving long-term capital growth through investments in technology-driven companies. Primarily, it allocates at least 80% of its net assets to equity securities of businesses operating within the technology sector, including common stocks of large-cap U.S. firms as well as, to a lesser extent, foreign companies, equity REITs, and American Depositary Receipts. The fund emphasizes companies whose earnings and sales growth are driven by technology-related products and services, targeting market leaders with strong fundamentals and attractive valuations. Managers adopt a long-term investment perspective, typically maintaining a low portfolio turnover relative to peers, and prefer firms committed to returning capital to shareholders. Established in 1998, the fund has built a reputation for a concentrated and actively managed portfolio, typically holding around two dozen positions, and plays a significant role in offering targeted exposure to the dynamic and evolving technology sector within the broader equity markets.
Fund Family Oak Associates
Category Technology
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ROGSX
Index S&P 500 Equal Weighted Information Technology TR
ROGSX had a total return of 25.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.15%.
