Oak Ridge Small Cap Growth Y
(ORIYX)
US Markets Closed
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39.94
+0.26
+0.66%
:

Previous Close

39.68

Net Assets

1.47B

Yield

0.00%

Front load

None

Expenses

1.02%

Category

Small Growth

Morningstar Risk

Low

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • ORIYX

  • Category

    • 2013

    • 39.55%

    • -

    • 2012

    • 11.00%

    • -

    • 2011

    • 1.22%

    • -

    • 2010

    • 29.27%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 11.00%

      • 6.30%

      • 9.53%

      • Q2

      • 3.35%

      • -1.72%

      • 0.57%

      • Q3

      • 14.54%

      • 4.90%

      • -18.49%

      • Q4

      • 6.20%

      • 1.28%

      • 12.75%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Akorn Inc

        • 5.70

        • 3,370,240

        • -82,860

        • Mallinckrodt PLC

        • 3.23

        • 768,459

        • 0

        • WEX Inc

        • 3.21

        • 624,810

        • 0

        • The Middleby Corp

        • 3.05

        • 742,812

        • 0

        • EPAM Systems Inc

        • 2.73

        • 1,337,305

        • 0

        • Portfolio Recovery Associates Inc

        • 2.62

        • 1,074,697

        • 0

        • Synchronoss Technologies Inc

        • 2.48

        • 1,161,097

        • 0

        • MWI Veterinary Supply Inc

        • 2.37

        • 342,835

        • 0

        • Colfax Corp

        • 2.26

        • 852,400

        • 0

        • A O Smith Corp

        • 2.22

        • 1,007,732

        • 0

        • Name

        • Rating

        • YTD Return %

          • Hartford Small Company HLS IA

          • ★★★★★
          • 0.78

          • Voya SmallCap Opportunities I

          • ★★★★★
          • -2.76

          • JPMorgan Small Cap Equity Sel

          • ★★★★★
          • -0.12

          • Invesco Small Cap Growth R

          • ★★★★★
          • 0.89

          • T. Rowe Price Instl Small-Cap Stock

          • ★★★★★
          • -1.04

          • Franklin Small Cap Growth Adv

          • ★★★★★
          • -4.25

          • Loomis Sayles Small Cap Growth Retail

          • ★★★★★
          • -7.58

          • Lord Abbett Developing Growth C

          • ★★★★★
          • -4.17

          • Lord Abbett Developing Growth P

          • ★★★★★
          • -3.58

          • PNC Multi Factor Small Cap Core A

          • ★★★★★
          • -0.73

          • Name

          • ORIYX

          • Category

            • Expense Ratio

            • 1.02%

            • 1.43%

            • Net Assets

            • 1.47B

            • 283.20M

            • Dividend Yield

            • 0.36%

            • 0.57

            • Price/Book

            • 2.60

            • 2.91

            • Price/Sales

            • 1.45

            • 1.81

            • Price/Cash Flow

            • 10.50

            • 11.16

            Profile

            Name of Issuer

            Oak Ridge Funds

            Fund Style

            Open

            Fund Manager

            David Klaskin

            Investment Style

            Small Growth

            The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. It may invest up to 20% of its total assets in equity securities of non-U.S. issuers. The fund will not invest more than 10% of its total assets in the securities of emerging markets issuers.

            Purchase Information

            Initial Purchase 5,000,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP 5,000,000
            Front load None
            Back Load None

            Inception

            12/29/2009