Pin Oak Equity Fund (POGSX) Research

The fund's main strategy involves investing in the equity shares of U.S. companies that its management identifies as having promising growth potential offered at appealing valuations. Although its primary focus is on American common stocks, the fund may also allocate a smaller portion of its assets to equity Real Estate Investment Trusts (REITs), international common stocks, and American Depositary Receipts (ADRs), provided these meet its established investment standards. Under typical market conditions, a minimum of 80% of the fund's net assets will be held in various equity securities.

Market snapshot

Symbol
POGSX
Price
$96.54
Day change
+0.44%
Market cap
$144.5M
52-week range
83.14-99.13
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Allspring C&B Large Cap Value Fund (CBLSX)
  • Clipper Fund (CFIMX)
  • Clough Global Equity Fund (GLQ)
  • Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD)
  • Needham Small Cap Growth Fund (NESIX)
  • Paradigm Micro-Cap Fund (PVIVX)
  • RBC SMID Cap Growth Fund (RSMRX)
  • T. Rowe Price Target Retirement 2015 Fund (TRRTX)

Open Pin Oak Equity Fund (POGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.