Oak Ridge Funds Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return38.924.32-4.092.527.60
    Category Average40.372.79-2.3110.6910.42
    Assets for Each Yr*2.302.302.441.781.58
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.60 2.83 10.20

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,580 mil $1,000 21.23 78.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 95.71 1.34 Average
    International Stock -- 3.82 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    The Middleby Corp* Industrials 1.11 3.64
    EPAM Systems Inc* Technology 33.40 2.78
    Pool Corp* Consumer Cyclical 5.37 2.72
    Watsco Inc* Technology 3.83 2.63
    Ligand Pharmaceuticals Inc* Healthcare 19.72 2.48
    Sage Therapeutics Inc* Healthcare 57.72 2.41
    Omnicell Inc* Technology 26.18 2.29
    Burlington Stores Inc* Consumer Defensive 2.69 2.19
    The Spectranetics Corp* Healthcare 56.94 2.18
    Maximus Inc* Industrials 8.17 2.16
    Abiomed Inc* Healthcare 26.88 2.09
    A.O. Smith Corp* Industrials 14.74 2.07
    BankUnited Inc* Financial Services -5.68 2.01
    Euronet Worldwide Inc* Industrials 31.80 1.99
    Nevro Corp* Healthcare 19.14 1.97
    Bright Horizons Family Solutions* Consumer Cyclical 12.71 1.89
    Akorn Inc* Healthcare 53.92 1.88
    Globus Medical Inc Class A* Healthcare 31.68 1.84
    Ollie's Bargain Outlet Holdings * Consumer Defensive 57.47 1.79
    PRA Group Inc* Financial Services -0.13 1.77

    Best 5-Year Relative Performance | More
    07-27-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Multi Strategy A 87 --
    Oak Ridge Small Cap Growth A 92 --

    Worst 5-Year Relative Performance | More
    07-27-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 92 --
    Oak Ridge Multi Strategy A 87 --

    Lowest Expenses | More
    07-27-17

    Highest Expenses | More
    07-27-17

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.60
    Oak Ridge Multi Stra David M. Klaskin 18.40
    Oak Ridge Dynamic Sm Peter Algert 8.70
    Oak Ridge Global Res Susan L. Dambekaln 4.80
    Oak Ridge Dividend G David M. Klaskin 4.10

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 1.10
    Oak Ridge Internatio Peter Algert 1.80
    Oak Ridge Dividend G David M. Klaskin 4.10
    Oak Ridge Global Res Susan L. Dambekaln 4.80
    Oak Ridge Dynamic Sm Peter Algert 8.70