BOGSX Mutual Fund (Black Oak Emerging Technology Fund) is managed by Oak Associates Funds with $70.9M in net assets. BOGSX expense ratio is 1.05%, holding 30 positions across sectors including Information Technology, Other, Financials. Inception date: 2000-12-29.

BOGSX performance shows a YTD return of 36.45%. The 1-year return is 59.28% and the 5-year return is 14.93%. BOGSX dividend yield stands at 4.18%, paid annually.

BOGSX top holdings include Mount Vernon Liquid Assets Portfolio, LLC (13.5%), Kla Corp_None_0 (8.1%), Permian Resource (8.0%), Advanced Energy Industries Inc. (7.2%), Nvidia Corp. (6.3%). View all BOGSX holdings, sector breakdown, or dividend history.

BOGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BOGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.