Oak Ridge Small Fund Quote

ORIYX Fund  USD 11.39  0.18  1.61%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Oak Ridge is trading at 11.39 as of the 22nd of November 2024; that is 1.61 percent increase since the beginning of the trading day. The fund's open price was 11.21. Oak Ridge has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Oak Ridge Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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. North Square is traded on NASDAQ Exchange in the United States. More on Oak Ridge Small

Moving together with OAK Mutual Fund

  0.76VSMAX Vanguard Small CapPairCorr
  0.91VSCIX Vanguard Small CapPairCorr
  0.91VSCPX Vanguard Small CapPairCorr
  0.99NAESX Vanguard Small CapPairCorr
  0.91FSSNX Fidelity Small CapPairCorr
  0.91DFSTX Us Small CapPairCorr

Moving against OAK Mutual Fund

  0.56LIIAX Columbia Porate IncomePairCorr
  0.56SRINX Columbia Porate IncomePairCorr
  0.51CIFRX Columbia Porate IncomePairCorr

OAK Mutual Fund Highlights

Fund ConcentrationSmall Blend, North Square (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date11th of January 2022
Fiscal Year EndMay
Oak Ridge Small [ORIYX] is traded in USA and was established 22nd of November 2024. The fund is listed under Small Blend category and is part of North Square family. This fund now has accumulated 80.69 M in assets with no minimum investment requirementsOak Ridge Small is currently producing year-to-date (YTD) return of 14.6%, while the total return for the last 3 years was 11.73%.
Check Oak Ridge Probability Of Bankruptcy

Instrument Allocation

Top Oak Ridge Small Mutual Fund Constituents

EPAMEPAM SystemsStockInformation Technology
MMSMaximusStockIndustrials
SAGESage TherapeuticStockHealth Care
LSCCLattice SemiconductorStockInformation Technology
BFAMBright Horizons FamilyStockConsumer Discretionary
OLLIOllies Bargain OutletStockConsumer Discretionary
FXFXXFirst American FundsMoney Market FundUS Money Market Fund
HZNPHorizon Pharma PLCStockHealth Care
More Details

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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