Oak Ridge Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return38.924.32-4.092.528.94
    Category Average40.372.79-2.3110.6911.79
    Assets for Each Yr*2.302.302.441.781.63
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.94 5.05 11.07

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,627 mil $1,000 21.11 78.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 94.22 1.31 Average
    International Stock -- 4.49 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-18-17

      Sector YTD Return % % Net Assets  
    Pool Corp* Consumer Cyclical 3.04 2.65
    Abiomed Inc* Healthcare 35.02 2.49
    Ligand Pharmaceuticals Inc* Healthcare 24.26 2.45
    Omnicell Inc* Technology 46.17 2.43
    Burlington Stores Inc* Consumer Defensive 0.05 2.40
    Maximus Inc* Industrials 6.53 2.37
    Akorn Inc* Healthcare 46.50 2.33
    Five Below Inc* Consumer Cyclical 17.94 2.29
    Ollie's Bargain Outlet Holdings * Consumer Defensive 55.89 2.29
    Bright Horizons Family Solutions* Consumer Cyclical 13.54 2.12
    Euronet Worldwide Inc* Industrials 31.42 2.08
    The Middleby Corp* Industrials -9.90 2.08
    Globus Medical Inc Class A* Healthcare 21.36 2.06
    EPAM Systems Inc* Technology 25.56 2.06
    A.O. Smith Corp* Industrials 14.78 2.01
    Watsco Inc* Technology 0.33 1.98
    Beacon Roofing Supply Inc* Basic Materials -12.50 1.92
    Colfax Corp* Industrials 5.26 1.85
    Ellie Mae Inc* Technology -3.37 1.85
    Silicon Laboratories Inc* Technology 12.92 1.83

    Best 5-Year Relative Performance | More
    08-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Multi Strategy A 89 --
    Oak Ridge Small Cap Growth A 95 --

    Worst 5-Year Relative Performance | More
    08-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 95 --
    Oak Ridge Multi Strategy A 89 --

    Lowest Expenses | More
    08-18-17

    Highest Expenses | More
    08-18-17

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.60
    Oak Ridge Multi Stra David M. Klaskin 18.50
    Oak Ridge Dynamic Sm Peter Algert 8.80
    Oak Ridge Global Res Susan L. Dambekaln 4.90
    Oak Ridge Dividend G David M. Klaskin 4.10

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 1.10
    Oak Ridge Internatio Peter Algert 1.90
    Oak Ridge Dividend G David M. Klaskin 4.10
    Oak Ridge Global Res Susan L. Dambekaln 4.90
    Oak Ridge Dynamic Sm Peter Algert 8.80