Red Oak Technology Select Fund (ROGSX) 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 ROGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ROGSX
ROGSX charges 0.92% annually. There are 33 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 | ROGSX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | ROGSX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | ROGSX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | ROGSX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | ROGSX vs FIKHX |
Best Risk-Adjusted Alternatives to ROGSX
ROGSX has a PortfoliosLab risk / return rank of 42. There are 51 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 | ROGSX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | — | Jul 1985 | ROGSX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | ROGSX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | ROGSX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | ROGSX vs SLMCX |
Top Performing ROGSX Alternatives (YTD)
ROGSX is at 17.29% YTD. There are 58 mutual funds in the Technology Equities category with higher YTD returns, going as high as 78.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 78.03% | — | Jul 1985 | ROGSX vs FDCPX | |
| Rydex Electronics Fund | 77.01% | — | Mar 1998 | ROGSX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 69.86% | — | Oct 2018 | ROGSX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 69.83% | — | Jul 1985 | ROGSX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 69.76% | — | Dec 2000 | ROGSX vs FELIX |
Lowest Volatility Alternatives to ROGSX
ROGSX has 20.30% 1-year volatility. There are 9 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.47% | — | Nov 1993 | ROGSX vs GTTIX | |
| Towpath Technology Fund | 15.56% | — | Feb 2021 | ROGSX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.09% | 6.30B | Mar 2005 | ROGSX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.86% | — | Oct 1997 | ROGSX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | ROGSX vs AIO |
Lowest Drawdown Alternatives to ROGSX
ROGSX has a 1-year max drawdown of -14.51%. There are 21 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 | ROGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | ROGSX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | ROGSX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | ROGSX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | ROGSX vs AIO |
Other Mutual Funds from Oak Associates
The 5 most viewed Oak Associates mutual funds shown here include POGSX, WOGSX, RCKSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pin Oak Equity | Large Cap Blend Equities | 92 | 19.88% | — | Aug 1992 | ROGSX vs POGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 60 | 12.30% | — | Aug 1992 | ROGSX vs WOGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 80 | 19.47% | — | Dec 2004 | ROGSX vs RCKSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 52 | 7.22% | — | Jun 2001 | ROGSX vs LOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 89 | 33.23% | — | Jun 2005 | ROGSX vs RIVSX |
Often Compared With ROGSX
Investors most often compare ROGSX with QQQ, VOO, FSPTX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ROGSX with Any Fund or Stock
Compare ROGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ROGSX with funds that move differently
Red Oak Technology Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ROGSX.
Explore ROGSX Diversifiers