Oak Ridge Mutual Fund Money Managers
ORDNX Fund | USD 21.58 0.01 0.05% |
Break down of Oak Ridge's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oak Ridge's future under-performance.
Oak |
Symbol | ORDNX |
Name | Oak Ridge Dividend |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Oak Ridge Dividend Leadership is currently not available.
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Oak Ridge Net Asset Comparison
Oak Ridge Dividend is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Preferred Stock category is currently estimated at about 896.94 Million. Oak Ridge holds roughly 45.68 Million in net asset claiming about 5% of funds listed under Preferred Stock category.
Oak Ridge Dividend Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Oak Ridge Dividend Price Series Summation is a cross summation of Oak Ridge price series and its benchmark/peer.
About Oak Ridge Management Performance
The success or failure of an entity such as Oak Ridge Dividend often depends on how effective the management is. Oak Ridge management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oak management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oak management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund invests at least 80 percent of its net assets in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies, including traditional preferred securities. The fund may invest over 25 percent of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate and insurance industries. The adviser pursues its investment objective by primarily investing in preferred and debt securities and other income producing securities and securities of other investment companies.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Oak Mutual Fund
Oak Ridge financial ratios help investors to determine whether Oak Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oak with respect to the benefits of owning Oak Ridge security.
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