Oak Ridge Funds Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return39.044.38-4.022.474.87
    Category Average40.492.89-2.2410.677.89
    Assets for Each Yr*2.292.292.441.771.56
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.87 3.77 10.30

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,558 mil $1,000 22.12 77.88
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.4 96.49 1.34 Average
    International Stock -- 3.51 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    The Middleby Corp* Industrials -5.74 3.66
    EPAM Systems Inc* Technology 28.95 2.79
    Pool Corp* Consumer Cyclical 14.22 2.73
    Watsco Inc* Technology 3.52 2.64
    Ligand Pharmaceuticals Inc* Healthcare 17.27 2.49
    Sage Therapeutics Inc* Healthcare 48.86 2.42
    Omnicell Inc* Technology 29.20 2.30
    Burlington Stores Inc* Consumer Defensive 5.77 2.20
    The Spectranetics Corp* Healthcare 24.08 2.19
    Maximus Inc* Industrials 12.48 2.17
    Abiomed Inc* Healthcare 24.66 2.10
    A.O. Smith Corp* Industrials 19.45 2.08
    BankUnited Inc* Financial Services -11.67 2.02
    Euronet Worldwide Inc* Industrials 20.45 2.00
    Nevro Corp* Healthcare -1.76 1.98
    Bright Horizons Family Solutions* Consumer Cyclical 10.31 1.90
    Akorn Inc* Healthcare 53.05 1.89
    Globus Medical Inc Class A* Healthcare 34.58 1.85
    Ollie's Bargain Outlet Holdings * Consumer Defensive 44.46 1.80
    PRA Group Inc* Financial Services -4.09 1.78

    Best 5-Year Relative Performance | More
    06-27-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Large Cap Growth A 87 --
    Oak Ridge Small Cap Growth A 95 --

    Worst 5-Year Relative Performance | More
    06-27-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 95 --
    Oak Ridge Large Cap Growth A 87 --

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.50
    Oak Ridge Large Cap David M. Klaskin 18.30
    Oak Ridge Dynamic Sm Peter Algert 8.70
    Oak Ridge Dividend G David M. Klaskin 4.00
    Oak Ridge Internatio Peter Algert 1.70

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 1.00
    Oak Ridge Internatio Peter Algert 1.70
    Oak Ridge Dividend G David M. Klaskin 4.00
    Oak Ridge Dynamic Sm Peter Algert 8.70
    Oak Ridge Large Cap David M. Klaskin 18.30