WebMar 30, 2024 · BOGSX: Manager & start date: Robert Stimpson. 07 Apr 2006. James Oelschlager. 28 Feb 2024. Jeffery Travis. 29 Mar 2024. Pricing frequency: Daily: Total … WebFund Description. The Fund invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among “emerging” …
BOGSX Black Oak Emerging Technology Fund Stock Price and …
WebFact Sheet December 31, 2024 JPMorgan Large Cap Growth Fund A Shares Page 2 of 2 Holdings Top 10 (%) McKesson Corp. 2.6 Coca-Cola Co. (The) 2.7 ... professionals that take into account all of the particular facts and circumstances of an investor's own situation. This Fund integrates financially material Environmental, Social and Governance ... WebBOGSX -11.30% S&P 500 -8.97% Category -17.39% Overview Lipper Leader Scorecard BOGSX Total Return Consistent Return Preservation Tax Efficiency Expense Lipper Leaders Key Total Returns BOGSX... serving whiskey
10 Facts about Bogs Fact File
WebMar 31, 2024 · Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close … WebExp Ratio (Gross) 1.03% 2/28/2024 Exp Ratio (Net) 1.03% 2/28/2024 NAV $6.77 3/20/2024 Minimum to Invest 3 $2,500.00 Turnover Rate 25% 10/31/2024 Portfolio Net Assets ($M) $56.71 2/28/2024 12 Month Low-High $5.90 - $8.07 2/28/2024 Hypothetical Growth of $10,000 4, 5 More AS OF 02/28/2024; Morningstar Category: Technology 02/28/2024: … WebApr 6, 2024 · BOGSX. Black Oak Emerging Technology Fund. Actions. Add to watchlist; Add to portfolio; Price (USD) 6.75; Today's Change-0.01 / -0.15%; 1 Year change-9.76%; … serving whiskey flights at a restaurant