Red Oak is trading at 50.13 as of the 27th of June 2025; that is 0.97 percent decrease since the beginning of the trading day. The fund's open price was 50.62. Red Oak has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of March 2025 and ending today, the 27th of June 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of companies operating in the technology sector, as determined by the Adviser. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts that meet the investment criteria of the fund.. More on Red Oak Technology
Red Oak Technology [ROGSX] is traded in USA and was established 27th of June 2025. Red Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Technology category and is part of Oak Associates family. The entity is thematically classified as Tech Funds. This fund at this time has accumulated 529.55 M in assets with minimum initial investment of 2 K. Red Oak Technology is currently producing year-to-date (YTD) return of 0.13%, while the total return for the last 3 years was 16.38%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Red Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Red Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Red Oak Technology Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Red Oak financial ratios help investors to determine whether Red Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Red with respect to the benefits of owning Red Oak security.