Oak Ridge Financials

ORSAX Fund  USD 16.68  0.13  0.79%   
You can utilize fundamental analysis to find out if Oak Ridge Dynamic is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze twelve available financial ratios for Oak Ridge Dynamic, which can be compared to its competitors. The fund experiences a moderate upward volatility. Check odds of Oak Ridge to be traded at $18.35 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Oak Ridge Fund Summary

Oak Ridge competes with Growth Income, Champlain Mid, Ab International, Needham Aggressive, and Eip Growth. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. North Square is traded on NAS Exchange in the United States.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS66263L5021
Business AddressNorth Square Investments
Mutual Fund FamilyNorth Square
Mutual Fund CategorySmall Blend
BenchmarkDow Jones Industrial
Phone855 551 5521
CurrencyUSD - US Dollar

Oak Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oak Ridge's current stock value. Our valuation model uses many indicators to compare Oak Ridge value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oak Ridge competition to find correlations between indicators driving Oak Ridge's intrinsic value. More Info.
Oak Ridge Dynamic is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about  0.14  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oak Ridge Dynamic is roughly  7.01 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oak Ridge's earnings, one of the primary drivers of an investment's value.
Oak Ridge Dynamic is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 7.25 Billion. Oak Ridge adds roughly 15.5 Million in net asset claiming only tiny portion of funds listed under Small Blend category.

Oak Ridge January 9, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oak Ridge help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oak Ridge Dynamic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oak Ridge Dynamic based on widely used predictive technical indicators. In general, we focus on analyzing Oak Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oak Ridge's daily price indicators and compare them against related drivers.

Other Information on Investing in Oak Mutual Fund

Balance Sheet is a snapshot of the financial position of Oak Ridge Dynamic at a specified time, usually calculated after every quarter, six months, or one year. Oak Ridge Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Oak Ridge and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Oak currently owns. An asset can also be divided into two categories, current and non-current.
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