Oak Ridge Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return39.044.38-4.022.476.21
    Category Average40.492.89-2.2410.677.65
    Assets for Each Yr*2.292.292.441.771.61
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.21 4.53 9.42

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,614 mil $1,000 22.32 77.68
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 96.93 1.34 Average
    International Stock -- 3.07 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    The Middleby Corp* Industrials -0.33 3.69
    EPAM Systems Inc* Technology 30.85 2.81
    Pool Corp* Consumer Cyclical 15.94 2.75
    Watsco Inc* Technology -3.65 2.66
    Ligand Pharmaceuticals Inc* Healthcare 8.44 2.51
    Sage Therapeutics Inc* Healthcare 29.35 2.44
    Omnicell Inc* Technology 21.24 2.32
    Burlington Stores Inc* Consumer Defensive 13.65 2.21
    The Spectranetics Corp* Healthcare 9.39 2.20
    Maximus Inc* Industrials 12.01 2.19
    Abiomed Inc* Healthcare 22.99 2.11
    A.O. Smith Corp* Industrials 14.78 2.10
    BankUnited Inc* Financial Services -9.66 2.04
    Euronet Worldwide Inc* Industrials 16.58 2.01
    Nevro Corp* Healthcare 1.62 2.00
    Bright Horizons Family Solutions* Consumer Cyclical 9.43 1.92
    Akorn Inc* Healthcare 52.13 1.90
    Globus Medical Inc Class A* Healthcare 24.43 1.86
    Ollie's Bargain Outlet Holdings * Consumer Defensive 46.57 1.81
    PRA Group Inc* Financial Services -7.03 1.79

    Best 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Large Cap Growth A 90 --
    Oak Ridge Small Cap Growth A 95 --

    Worst 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 95 --
    Oak Ridge Large Cap Growth A 90 --

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.40
    Oak Ridge Large Cap David M. Klaskin 18.20
    Oak Ridge Dynamic Sm Peter Algert 8.60
    Oak Ridge Dividend G David M. Klaskin 3.90
    Oak Ridge Internatio Peter Algert 1.70

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 0.90
    Oak Ridge Internatio Peter Algert 1.70
    Oak Ridge Dividend G David M. Klaskin 3.90
    Oak Ridge Dynamic Sm Peter Algert 8.60
    Oak Ridge Large Cap David M. Klaskin 18.20