Red Oak Technology Select Fund (ROGSX) Research

The Red Oak Technology Select Fund typically dedicates at least 80% of its net portfolio value to equity investments in companies within the technology sector, as defined by its Adviser. While its primary focus is on the ordinary shares of U.S. businesses, the fund also has the flexibility to acquire, albeit to a more limited extent, equity Real Estate Investment Trusts (REITs), common stock of international corporations, and American Depositary Receipts (ADRs), provided these meet the fund's investment selection standards.

Market snapshot

Symbol
ROGSX
Price
$64.31
Day change
+2.45%
Market cap
$854.4M
52-week range
48.66-66.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Capital Management Small Company Fund (BCSIX)
  • Baron Fifth Avenue Growth Fund (BFTHX)
  • Baron Fifth Avenue Growth Fund (BFTIX)
  • Congress Mid Cap Growth Fund (CMIDX)
  • Invesco Energy Fund (IENAX)
  • T. Rowe Price QM U.S. Bond Index Fund (PBDIX)
  • RMB Mendon Financial Services Fund (RMBKX)
  • Columbia Seligman Premium Technology Growth Fund (STK)

Open Red Oak Technology Select Fund (ROGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.