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

    Total ReturnCategory Average
    Total Return39.044.38-4.022.474.92
    Category Average40.492.89-2.2410.675.72
    Assets for Each Yr*2.292.292.441.771.61
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.92 3.02 9.21

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,661 mil $1,000,000 22.55 77.45
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 97.34 1.34 Average
    International Stock -- 2.63 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    The Middleby Corp* Industrials 5.68 3.75
    Burlington Stores Inc* Consumer Defensive 16.72 3.23
    Synchronoss Technologies Inc* Technology -58.22 3.03
    Watsco Inc* Technology -4.87 2.97
    EPAM Systems Inc* Technology 19.73 2.83
    Fortinet Inc* Technology 29.48 2.53
    Omnicell Inc* Technology 22.12 2.49
    Pool Corp* Consumer Cyclical 14.94 2.46
    Ligand Pharmaceuticals Inc* Healthcare 9.41 2.45
    Maximus Inc* Industrials 9.40 2.40
    Bright Horizons Family Solutions* Consumer Cyclical 8.71 2.37
    Waste Connections Inc* Industrials 17.32 2.29
    A.O. Smith Corp* Industrials 14.38 2.14
    Beacon Roofing Supply Inc* Basic Materials 7.60 2.09
    Abiomed Inc* Healthcare 15.65 2.09
    The Spectranetics Corp* Healthcare 16.73 2.05
    Depomed Inc* Healthcare -33.46 1.92
    Silicon Laboratories Inc* Technology 9.46 1.87
    American Eagle Outfitters Inc* Consumer Cyclical -6.30 1.87
    Acadia Healthcare Co Inc* Healthcare 31.66 1.83

    Best 5-Year Relative Performance | More
    04-28-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Small Cap Growth A 86 --
    Oak Ridge Large Cap Growth A 87 --

    Worst 5-Year Relative Performance | More
    04-28-17

    Fund Name 5-Yr Rank Analyst Report  
    Oak Ridge Large Cap Growth A 87 --
    Oak Ridge Small Cap Growth A 86 --

    Lowest Expenses | More
    04-28-17

    Highest Expenses | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Small Cap David M. Klaskin 23.30
    Oak Ridge Large Cap David M. Klaskin 18.20
    Oak Ridge Dynamic Sm Peter Algert 8.50
    Oak Ridge Dividend G David M. Klaskin 3.80
    Oak Ridge Internatio Peter Algert 1.60

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Oak Ridge Discipline David M. Klaskin 0.80
    Oak Ridge Global Equ Peter Algert 0.80
    Oak Ridge Internatio Peter Algert 1.60
    Oak Ridge Dividend G David M. Klaskin 3.80
    Oak Ridge Dynamic Sm Peter Algert 8.50