Oak Ridge Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return39.044.38-4.022.464.05
    Category Average40.492.89-2.2410.674.62
    Assets for Each Yr*2.292.292.441.781.72
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.05 2.28 9.17

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,723 mil $1,000,000 22.05 77.95
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 97.61 1.34 Average
    International Stock -- 2.38 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    The Middleby Corp* Industrials 6.89 3.75
    Burlington Stores Inc* Consumer Defensive 14.64 3.23
    Synchronoss Technologies Inc* Technology -35.35 3.03
    Watsco Inc* Technology -2.75 2.97
    EPAM Systems Inc* Technology 17.20 2.83
    Fortinet Inc* Technology 27.19 2.53
    Omnicell Inc* Technology 19.03 2.49
    Pool Corp* Consumer Cyclical 14.73 2.46
    Ligand Pharmaceuticals Inc* Healthcare 4.43 2.45
    Maximus Inc* Industrials 11.98 2.40
    Bright Horizons Family Solutions* Consumer Cyclical 2.49 2.37
    Waste Connections Inc* Industrials 11.73 2.29
    A.O. Smith Corp* Industrials 7.58 2.14
    Beacon Roofing Supply Inc* Basic Materials 4.73 2.09
    Abiomed Inc* Healthcare 10.83 2.09
    The Spectranetics Corp* Healthcare 16.33 2.05
    Depomed Inc* Healthcare -23.47 1.92
    Silicon Laboratories Inc* Technology 11.85 1.87
    American Eagle Outfitters Inc* Consumer Cyclical -5.54 1.87
    Acadia Healthcare Co Inc* Healthcare 31.87 1.83

    Best 5-Year Relative Performance | More
    03-29-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 80 --
    Oak Ridge Large Cap Growth A 85 --

    Worst 5-Year Relative Performance | More
    03-29-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Large Cap Growth A 85 --
    Oak Ridge Small Cap Growth A 80 --

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.20
    Oak Ridge Large Cap David M. Klaskin 18.10
    Oak Ridge Dynamic Sm Peter Algert 8.40
    Oak Ridge Dividend G David M. Klaskin 3.80
    Oak Ridge Internatio Peter Algert 1.50

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Global Equ Peter Algert 0.70
    Oak Ridge Technology Robert B. Corman 0.70
    Oak Ridge Discipline David M. Klaskin 0.80
    Oak Ridge Internatio Peter Algert 1.50
    Oak Ridge Dividend G David M. Klaskin 3.80