Oak Ridge Dynamic Fund Quote
| ORSIX Fund | USD 16.90 0.26 1.52% |
PerformanceGood
| Odds Of DistressLow
|
Oak Ridge is trading at 16.90 as of the 4th of March 2026; that is 1.52 percent down since the beginning of the trading day. The fund's open price was 17.16. Oak Ridge has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 4th of December 2025 and ending today, the 4th of March 2026. Click here to learn more.
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. More on Oak Ridge Dynamic
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 March 2026 |
| Expense Ratio Date | 28th of September 2025 |
| Fiscal Year End | May |
Oak Ridge Dynamic [ORSIX] is traded in USA and was established 4th of March 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 680.98 M in assets with minimum initial investment of 1000 K. Oak Ridge Dynamic is currently producing year-to-date (YTD) return of 5.06%, while the total return for the last 3 years was 16.29%.
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 Dynamic 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 Top Holders
| PORYX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity | |
| ORILX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity |
Oak Ridge Dynamic Risk Profiles
| Mean Deviation | 0.8405 | |||
| Semi Deviation | 0.7751 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
Oak Ridge Against Markets
Oak Mutual Fund Analysis Notes
The fund maintains 98.38% of assets in stocks. Oak Ridge Dynamic last dividend was 0.01 per share. Large To find out more about Oak Ridge Dynamic contact the company at 855-551-5521.Oak Ridge Dynamic Investment Alerts
Top Oak Ridge Dynamic Mutual Fund Constituents
| NSP | Insperity | Stock | |
| CAI | Caris Life Sciences | Stock | |
| CIEN | Ciena Corp | Stock | |
| BOX | Box Inc | Stock | |
| PRGS | Progress Software | Stock | |
| RUN | Sunrun Inc | Stock | |
| CENTA | Central Garden Pet | Stock | |
| CCOI | Cogent Communications Group | Stock | |
| EGHT | 8x8 Common Stock | Stock | |
| MBUU | Malibu Boats | Stock | |
| RGEN | Repligen | Stock | |
| CTRE | CareTrust REIT | Stock | |
| WCC | WESCO International | Stock | |
| RH | RH | Stock | |
| MKSI | MKS Instruments | Stock | |
| LRN | Stride Inc | Stock | |
| FN | Fabrinet | Stock | |
| TSE | Trinseo SA | Stock | |
| FNB | FNB Corp | Stock | |
| TNET | TriNet Group | Stock | |
| ILPT | Industrial Logistics Properties | Stock | |
| YETI | YETI Holdings | Stock | |
| CATY | Cathay General Bancorp | Stock | |
| AIT | Applied Industrial Technologies | Stock | |
| FXFXX | First American Funds | Money Market Fund | |
| DAR | Darling Ingredients | Stock |
Institutional Mutual Fund Holders for Oak Ridge
Have you ever been surprised when a price of an equity instrument such as Oak Ridge is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oak Ridge Dynamic backward and forwards among themselves. Oak Ridge's institutional investor refers to the entity that pools money to purchase Oak Ridge's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| PORYX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity | |
| ORILX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity |
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 Dynamic 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 Dynamic 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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
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.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 16.9 | |||
| Day Typical Price | 16.9 | |||
| Price Action Indicator | (0.13) | |||
| Period Momentum Indicator | (0.26) | |||
| Relative Strength Index | 45.51 |
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |