Pioneer Oak Ridge Small Cap Growth Y
(ORIYX)
US Markets Closed
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38.22
+0.02
+0.05%
:

Previous Close

38.20

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

        • 6.04

        • 3,453,100

        • 0

        • WEX Inc

        • 3.19

        • 624,810

        • 0

        • The Middleby Corp

        • 2.87

        • 742,812

        • 0

        • Mallinckrodt PLC

        • 2.81

        • 768,459

        • -1

        • Portfolio Recovery Associates Inc

        • 2.74

        • 1,074,697

        • 0

        • Colfax Corp

        • 2.43

        • 852,400

        • 0

        • Synchronoss Technologies Inc

        • 2.30

        • 1,161,097

        • 0

        • EPAM Systems Inc

        • 2.26

        • 1,337,305

        • 0

        • A O Smith Corp

        • 2.22

        • 1,007,732

        • 0

        • MWI Veterinary Supply Inc

        • 2.18

        • 342,835

        • 0

        • Name

        • Rating

        • YTD Return %

          • Wells Fargo Advantage Small Co Growth I

          • ★★★★★
          • -2.91

          • Janus Triton R

          • ★★★★★
          • -3.95

          • Janus Triton S

          • ★★★★★
          • -3.76

          • Hartford SmallCap Growth R4

          • ★★★★★
          • -6.11

          • Hartford SmallCap Growth R5

          • ★★★★★
          • -5.89

          • AllianceBern Small Cap Growth I

          • ★★★★★
          • -8.69

          • Voya SmallCap Opportunities A LW

          • ★★★★★
          • -5.60

          • PNC Multi Factor Small Cap Gr I

          • ★★★★★
          • -5.97

          • AllianceBern Small Cap Growth R

          • ★★★★★
          • -9.13

          • Invesco Small Cap Growth R

          • ★★★★★
          • -2.33

          • Name

          • ORIYX

          • Category

            • Expense Ratio

            • 1.02%

            • 1.43%

            • Net Assets

            • 1.47B

            • 283.20M

            • Dividend Yield

            • 0.33%

            • 0.57

            • Price/Book

            • 2.76

            • 2.91

            • Price/Sales

            • 1.58

            • 1.81

            • Price/Cash Flow

            • 10.74

            • 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 normally invests at least 80% of net assets in equity securities of small capitalization companies. It may invest up to 20% of total assets in equity 80% of net assets in equity securities of small capitalization companies. The fund may invest up to 20% of total assets in equity and debt securities of non-U.S. issuers.

            Purchase Information

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

            Inception

            12/29/2009