Pin Oak is trading at 90.99 as of the 25th of November 2024; that is 0.38 percent increase since the beginning of the trading day. The fund's open price was 90.65. Pin Oak has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pin Oak Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies that the Adviser believes have above-average growth potential at attractive prices. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts that meet the investment criteria of the fund. More on Pin Oak Equity
Pin Oak Equity [POGSX] is traded in USA and was established 25th of November 2024. Pin Oak is listed under Oak Associates category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Oak Associates family. This fund at this time has accumulated 123.76 M in assets with minimum initial investment of 2 K. Pin Oak Equity is currently producing year-to-date (YTD) return of 20.31% with the current yeild of 0.0%, while the total return for the last 3 years was 4.57%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pin Oak Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pin Oak financial ratios help investors to determine whether Pin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pin with respect to the benefits of owning Pin Oak security.