Which Funds Can ROGSX Replace?

Red Oak Technology Select Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds ROGSX Can Replace

251 funds

FSI > 80 out of 854 similar funds

Competing Fund AUM

$1.55T

Assets in funds ROGSX can compete with and replace

Outperformance Rank

#105

Rank among 854 similar funds

Who Holds Credible Replacements?

1,882 firms

152,775 connected advisors

Opportunity analysis

ROGSX can replace 251 funds with FSI above 80 out of 854 similar funds, representing $1.55T in competing fund AUM. Its outperformance rank is #105 among those similar funds. 1,882 13F firms and 152,775 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 74.1%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.90%
Assets under management
$772.6M

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