Oak Ridge Financials
| ORSIX Fund | USD 17.15 0.01 0.06% |
Oak |
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.
Oak Ridge Fund Summary
Oak Ridge competes with Nuveen Real, T Rowe, Baron Real, Fidelity Real, and Cohen Steers. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. Small capitalization companies are considered to be companies with market capitalizations within the range of those companies included in the Russell 2000 Index at the time of purchase. It may invest up to 20 percent of its total assets in equity securities of non-U.S. issuers.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US66263L8256 |
| Business Address | North Square Investments |
| Mutual Fund Family | North Square |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 551 5521 |
| Currency | USD - US Dollar |
Oak Ridge Key Financial Ratios
Oak Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oak Ridge's current stock value. Our valuation model uses many indicators to compare Oak Ridge value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oak Ridge competition to find correlations between indicators driving Oak Ridge's intrinsic value. More Info.Oak Ridge Dynamic is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oak Ridge Dynamic is roughly 7.01 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oak Ridge's earnings, one of the primary drivers of an investment's value.Oak Ridge January 17, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oak Ridge help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oak Ridge Dynamic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oak Ridge Dynamic based on widely used predictive technical indicators. In general, we focus on analyzing Oak Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oak Ridge's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.14 | |||
| Information Ratio | 0.0907 | |||
| Maximum Drawdown | 4.66 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 1.84 |
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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