Morningstar

Red Oak Technology Select ROGSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Oak Associates Investment Hub

Morningstar’s Analysis ROGSX

Will ROGSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ROGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ROGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ROGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Red Oak Technology Select’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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