Oak Ridge Multi Fund Quote
| PORYX Fund | USD 19.59 0.11 0.56% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Oak Ridge is trading at 19.59 as of the 19th of January 2025; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 19.48. Oak Ridge has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by primarily investing in other mutual funds . It primarily invests in mutual funds managed by the funds advisor but may also invest in unaffiliated mutual funds or exchange-traded funds to gain exposure to asset classes not available through a fund managed by the Advisor. More on Oak Ridge Multi
Moving together with Oak Mutual Fund
Oak Mutual Fund Highlights
| Fund Concentration | North Square Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, North Square (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | May |
Oak Ridge Multi [PORYX] is traded in USA and was established 19th of January 2025. Oak Ridge is listed under North Square category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of North Square family. This fund at this time has accumulated 43.62 M in assets with minimum initial investment of 1000 K. Oak Ridge Multi is currently producing year-to-date (YTD) return of 0.62% with the current yeild of 0.01%, while the total return for the last 3 years was 4.45%.
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 Multi 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.
Top Oak Ridge Multi Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| ITW | Illinois Tool Works | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| WAVLX | Wavelength Interest Rate | Mutual Fund | Nontraditional Bond |
Oak Ridge Multi Risk Profiles
| Mean Deviation | 0.4497 | |||
| Standard Deviation | 0.6478 | |||
| Variance | 0.4197 | |||
| Risk Adjusted Performance | (0.02) |
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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