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Oak Ridge Small Cap Growth I

ORIYX
36.70
+0.06
+0.16%
8/30/2016
5 Years
  • Previous Close

    36.64

  • Net Assets

    1.66B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.04%

  • Category

    Small Growth

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Oak Ridge Funds

Fund Style

Open

Fund Manager

David Klaskin

Investment Style

Small Growth

The investment seeks to provide 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 in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in equity securities of non-U.S. issuers. It will not invest more than 10% of its total assets in the securities of emerging markets issuers.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA 1,000,000
Initial Purchase: AIP NA

Inception

12/29/2009

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