Black Oak Emerging Technology Fund (BOGSX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BOGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BOGSX
BOGSX charges 1.03% annually. There are 42 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | BOGSX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BOGSX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BOGSX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BOGSX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BOGSX vs FIKHX |
Best Risk-Adjusted Alternatives to BOGSX
BOGSX has a PortfoliosLab risk / return rank of 80. There are 15 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | BOGSX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 96 | — | Jul 1985 | BOGSX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | BOGSX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | BOGSX vs CCOYX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | BOGSX vs SLMCX |
Top Performing BOGSX Alternatives (YTD)
BOGSX is at 38.65% YTD. There are 15 mutual funds in the Technology Equities category with higher YTD returns, going as high as 70.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 70.12% | — | Jul 1985 | BOGSX vs FDCPX | |
| Rydex Electronics Fund | 69.01% | — | Mar 1998 | BOGSX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 60.76% | — | Oct 2018 | BOGSX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 60.71% | — | Jul 1985 | BOGSX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 60.67% | — | Dec 2000 | BOGSX vs FELIX |
Lowest Volatility Alternatives to BOGSX
BOGSX has 25.36% 1-year volatility. There are 38 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.49% | — | Nov 1993 | BOGSX vs GTTIX | |
| Towpath Technology Fund | 15.52% | — | Feb 2021 | BOGSX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.11% | 6.30B | Mar 2005 | BOGSX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.91% | — | Oct 1997 | BOGSX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | BOGSX vs AIO |
Lowest Drawdown Alternatives to BOGSX
BOGSX has a 1-year max drawdown of -11.04%. There are 3 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | BOGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BOGSX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BOGSX vs NWJCX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | BOGSX vs AIO | |
| Towpath Technology Fund | -11.62% | — | Feb 2021 | BOGSX vs TOWTX |
Other Mutual Funds from Oak Associates
The 6 most viewed Oak Associates mutual funds shown here include ROGSX, POGSX, WOGSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 39 | 15.37% | — | Dec 1998 | BOGSX vs ROGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 92 | 19.50% | — | Aug 1992 | BOGSX vs POGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 60 | 11.28% | — | Aug 1992 | BOGSX vs WOGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 82 | 19.03% | — | Dec 2004 | BOGSX vs RCKSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 58 | 6.92% | — | Jun 2001 | BOGSX vs LOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 90 | 31.64% | — | Jun 2005 | BOGSX vs RIVSX |
Often Compared With BOGSX
Investors most often compare BOGSX with QQQ, ASML, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BOGSX with Any Fund or Stock
Compare BOGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BOGSX with funds that move differently
Black Oak Emerging Technology Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOGSX.
Explore BOGSX Diversifiers