Oak Ridge Small Fund Quote

ORIGX Fund  USD 9.20  0.03  0.33%   

Performance

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Odds Of Distress

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Oak Ridge is trading at 9.20 as of the 28th of December 2025; that is 0.33% down since the beginning of the trading day. The fund's open price was 9.23. Oak Ridge has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of July 2025 and ending today, the 28th of December 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. North Square is traded on NASDAQ Exchange in the United States. More on Oak Ridge Small

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Oak Mutual Fund Highlights

Fund ConcentrationNorth Square Funds, Large Funds, Small Blend Funds, Small Blend, North Square (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date28th of September 2025
Fiscal Year EndMay
Oak Ridge Small [ORIGX] is traded in USA and was established 28th of December 2025. Oak Ridge is listed under North Square category by Fama And French industry classification. The fund is listed under Small Blend category and is part of North Square family. This fund now has accumulated 73.32 M in assets with minimum initial investment of 1 K. Oak Ridge Small is currently producing year-to-date (YTD) return of 3.88%, while the total return for the last 3 years was 11.81%.
Check Oak Ridge Probability Of Bankruptcy

Instrument Allocation

Top Oak Ridge Small Mutual Fund Constituents

EYENational Vision HoldingsStockConsumer Discretionary
CRNCCerenceStockInformation Technology
SAIASaia IncStockIndustrials
TRNOTerreno RealtyStockReal Estate
BJBJs Wholesale ClubStockConsumer Staples
EPAMEPAM SystemsStockInformation Technology
EEFTEuronet WorldwideStockIndustrials
POOLPool CorporationStockConsumer Discretionary
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Oak Ridge Small Risk Profiles

Oak Ridge Against Markets

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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