Oak Ridge Multi Fund Quote
| PORYX Fund | USD 20.25 0.39 1.96% |
PerformanceGood
| Odds Of DistressLow
|
Oak Ridge is trading at 20.25 as of the 8th of February 2026; that is 1.96 percent increase since the beginning of the trading day. The fund's open price was 19.86. Oak Ridge has less than a 16 % 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 10th of November 2025 and ending today, the 8th of February 2026. 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 2025 |
| Expense Ratio Date | 28th of September 2025 |
| Fiscal Year End | May |
Oak Ridge Multi [PORYX] is traded in USA and was established 8th of February 2026. 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 38.84 M in assets with minimum initial investment of 1000 K. Oak Ridge Multi is currently producing year-to-date (YTD) return of 2.6% with the current yeild of 0.02%, while the total return for the last 3 years was 13.06%.
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.
Oak Ridge Multi Risk Profiles
| Mean Deviation | 0.638 | |||
| Semi Deviation | 0.1977 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.02 |
Oak Ridge Against Markets
Oak Mutual Fund Analysis Notes
The fund maintains about 5.7% of assets in cash. Oak Ridge Multi last dividend was 1.21 per share. Large To find out more about Oak Ridge Multi contact the company at 855-551-5521.Oak Ridge Multi Investment Alerts
| The fund maintains about 5.7% of its assets in cash |
Top Oak Ridge Multi Mutual Fund Constituents
| HD | The Home Depot | Stock | |
| ITW | Illinois Tool Works | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| MSFT | Microsoft | Stock | |
| V | Visa Class A | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| WAVLX | Wavelength Interest Rate | Mutual Fund | |
| ORDNX | Oak Ridge Dividend | Mutual Fund | |
| NSIVX | North Square Investments | Mutual Fund | |
| NMKBX | North Square Mckee | Mutual Fund | |
| FXFXX | First American Funds | Money Market Fund | |
| BRMSX | Bramshill Income Performance | Mutual Fund | |
| ADVNX | Advisory Research Strategic | Mutual Fund | |
| ADVGX | Advisory Research All | Mutual Fund | |
| AAPL | Apple 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 Multi 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 Multi 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 | 1.02 | |||
| Day Median Price | 20.25 | |||
| Day Typical Price | 20.25 | |||
| Price Action Indicator | 0.2 | |||
| Period Momentum Indicator | 0.39 |
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |