Oak Ridge Mutual Fund Money Managers

ORIGX Fund  USD 9.59  0.03  0.31%   
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.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oak Ridge Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Symbol  ORIGX
Name  Oak Ridge Small
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Oak Ridge Small Leadership is currently not available.

If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  
Some institutional investors establish a significant position in mutual funds such as Oak Ridge in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Oak Ridge, and when they decide to sell, the mutual fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Oak Ridge Net Asset Comparison

Oak Ridge Small is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 13.65 Billion. Oak Ridge maintains roughly 73.11 Million in net asset contributing less than 1% to funds listed under Small Blend category.

Oak Ridge Small Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Oak Ridge Small Price Series Summation is a cross summation of Oak Ridge price series and its benchmark/peer.
String symbol = request.getParameter("s");

About Oak Ridge Management Performance

The success or failure of an entity such as Oak Ridge Small 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.
The fund is considered a fund of funds that invests primarily in affiliated mutual funds managed by the Adviser and its affiliates. Under normal conditions, through the underlying funds, the fund is expected to indirectly invest in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies among others. The fund uses a blend strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
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.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Bonds Directory
Find actively traded corporate debentures issued by US companies
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets