Oak Ridge Small Fund Quote
| ORIGX Fund | USD 9.62 0.30 3.22% |
PerformanceGood
| Odds Of DistressLow
|
Oak Ridge is trading at 9.62 as of the 9th of February 2026; that is 3.22% up since the beginning of the trading day. The fund's open price was 9.32. Oak Ridge has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2025 and ending today, the 9th of February 2026. Click here to learn more.
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. More on Oak Ridge Small
Moving together with Oak Mutual Fund
Oak Mutual Fund Highlights
| Fund Concentration | North Square Funds, Large Funds, Small Blend Funds, Small Blend, North Square (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of September 2025 |
| Fiscal Year End | May |
Oak Ridge Small [ORIGX] is traded in USA and was established 9th of February 2026. 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 73.11 M in assets with minimum initial investment of 1 K. Oak Ridge Small is currently producing year-to-date (YTD) return of 5.76%, while the total return for the last 3 years was 15.45%.
Check Oak Ridge Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oak Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oak Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oak Ridge Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Oak Ridge Small Risk Profiles
| Mean Deviation | 0.8635 | |||
| Semi Deviation | 0.9112 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 |
Oak Ridge Against Markets
Oak Mutual Fund Analysis Notes
The fund maintains 97.28% of assets in stocks. Large To find out more about Oak Ridge Small contact the company at 855-551-5521.Oak Ridge Small Investment Alerts
Top Oak Ridge Small Mutual Fund Constituents
| FIVE | Five Below | Stock | |
| GMED | Globus Medical | Stock | |
| LSCC | Lattice Semiconductor | Stock | |
| FXFXX | First American Funds | Money Market Fund | |
| MIDD | Middleby Corp | Stock | |
| OLLI | Ollies Bargain Outlet | Stock | |
| NEO | NeoGenomics | Stock | |
| BFAM | Bright Horizons Family | Stock | |
| CNMD | CONMED | Stock | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | |
| AOS | Smith AO | Stock | |
| EPAM | EPAM Systems | Stock | |
| EEFT | Euronet Worldwide | Stock | |
| OMCL | Omnicell | Stock | |
| EYE | National Vision Holdings | Stock | |
| FIVN | Five9 Inc | Stock | |
| YETI | YETI Holdings | Stock | |
| BECN | Beacon Roofing Supply | Stock | |
| BJ | BJs Wholesale Club | Stock | |
| CWST | Casella Waste Systems | Stock | |
| SAGE | Sage Therapeutics | Stock | |
| WEX | Wex Inc | Stock | |
| INSP | Inspire Medical Systems | Stock | |
| SAIA | Saia Inc | Stock |
Oak Ridge Outstanding Bonds
Oak Ridge issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oak Ridge Small uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oak bonds can be classified according to their maturity, which is the date when Oak Ridge Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Oak Ridge Predictive Daily Indicators
Oak Ridge intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oak Ridge mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 9.62 | |||
| Day Typical Price | 9.62 | |||
| Price Action Indicator | 0.15 | |||
| Period Momentum Indicator | 0.3 |
Oak Ridge Forecast Models
Oak Ridge's time-series forecasting models are one of many Oak Ridge's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oak Ridge's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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