Black Oak Emerging Technology Fund (BOGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BOGSX
BOGSX charges 1.03% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among BOGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | BOGSX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | BOGSX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | BOGSX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | BOGSX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | BOGSX vs FIKHX |
Best Risk-Adjusted Alternatives to BOGSX
Among mutual funds in the Technology Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | BOGSX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | BOGSX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | BOGSX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | BOGSX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | BOGSX vs FELIX |
Top Performing BOGSX Alternatives (YTD)
BOGSX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | BOGSX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | BOGSX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | BOGSX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | BOGSX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | BOGSX vs RYSIX |
Lowest Volatility Alternatives to BOGSX
BOGSX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | BOGSX vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | BOGSX vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | BOGSX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | BOGSX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | BOGSX vs NWJCX |
Lowest Drawdown Alternatives to BOGSX
BOGSX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | BOGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | BOGSX vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | BOGSX vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | BOGSX vs NWJCX | |
| Vanguard Communication Services Index Fund Admiral... | -13.56% | Mar 11, 2005 | BOGSX vs VTCAX |
Other Mutual Funds from Oak Associates
Most popular Oak Associates mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 46 | -10.98% | Dec 30, 1998 | BOGSX vs ROGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 43 | -7.61% | Aug 3, 1992 | BOGSX vs WOGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 91 | 5.66% | Aug 3, 1992 | BOGSX vs POGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | BOGSX vs RCKSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | BOGSX vs RIVSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | BOGSX vs LOGSX |
Often Compared With BOGSX
What investors most often compare with BOGSX, 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.