Oak Ridge Funds Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return38.924.32-4.092.527.95
    Category Average40.372.79-2.3110.6911.51
    Assets for Each Yr*2.302.302.441.781.01
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.95 3.01 9.49

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,014 mil $1,000 32.14 67.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.3 91.52 1.31 Average
    International Stock -- 6.48 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-13-17

      Sector YTD Return % % Net Assets  
    Pool Corp* Consumer Cyclical 0.92 2.65
    Abiomed Inc* Healthcare 40.63 2.49
    Ligand Pharmaceuticals Inc* Healthcare 35.75 2.45
    Omnicell Inc* Technology 47.79 2.43
    Burlington Stores Inc* Consumer Defensive 7.15 2.40
    Maximus Inc* Industrials 13.83 2.37
    Akorn Inc* Healthcare 51.86 2.33
    Five Below Inc* Consumer Cyclical 26.30 2.29
    Ollie's Bargain Outlet Holdings * Consumer Defensive 60.81 2.29
    Bright Horizons Family Solutions* Consumer Cyclical 15.48 2.12
    Euronet Worldwide Inc* Industrials 35.36 2.08
    The Middleby Corp* Industrials -3.73 2.08
    Globus Medical Inc Class A* Healthcare 22.13 2.06
    EPAM Systems Inc* Technology 32.62 2.06
    A.O. Smith Corp* Industrials 23.27 2.01
    Watsco Inc* Technology 5.26 1.98
    Beacon Roofing Supply Inc* Basic Materials 6.38 1.92
    Colfax Corp* Industrials 14.92 1.85
    Ellie Mae Inc* Technology 0.27 1.85
    Silicon Laboratories Inc* Technology 18.77 1.83

    Best 5-Year Relative Performance | More
    09-13-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Multi Strategy A 83 --
    Oak Ridge Small Cap Growth A 95 --

    Worst 5-Year Relative Performance | More
    09-13-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 95 --
    Oak Ridge Multi Strategy A 83 --

    Lowest Expenses | More
    09-13-17

    Highest Expenses | More
    09-13-17

    Longest Manager Tenure | More
    09-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.70
    Oak Ridge Multi Stra David M. Klaskin 18.50
    Oak Ridge Global Res Susan L. Dambekaln 5.00
    Oak Ridge Dividend G David M. Klaskin 4.20
    Oak Ridge Dynamic Sm Peter Algert 2.00

    Shortest Manager Tenure | More
    09-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 1.20
    Oak Ridge Dynamic Sm Peter Algert 2.00
    Oak Ridge Internatio Peter Algert 2.00
    Oak Ridge Dividend G David M. Klaskin 4.20
    Oak Ridge Global Res Susan L. Dambekaln 5.00