• Fund Type: Open-End Fund
  • Objective: Growth Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Oak Ridge Small Cap Growth Fund

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ORIBX:US

Snapshot for Oak Ridge Small Cap Growth Fund (ORIBX)

Year To Date: - 3-Month: -1.29% 3-Year: +14.56% 52-Week Range: 32.52 - 36.20
1-Month: -4.71% 1-Year: -1.33% 5-Year: +12.88% Beta vs RTY: 0.92

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  • ORIBX:US 33.56
  • 1M
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Fund Profile & Information for ORIBX

Oak Ridge Small Cap Growth Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its net assets in equity securities of small capitalization U.S. companies that have market capitalizations at the time of acquisition of $2 billion or less.

Inception Date: 02-17-2004 Telephone: 1-617-742-7825
Managers: DAVID M KLASKIN / ROBERT G MCVICKER
Web Site: www.pioneerfunds.com

Fundamentals for ORIBX

NAV -
Assets (M) (on 2014-12-24) 2,231.14
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 500.00

Dividends for ORIBX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-11-25) 1.95
Dividend Yield (ttm) -

Fees & Expenses for ORIBX

Front Load 0.00
Back Load 4.00
Current Mgmt Fee 0.83
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 2.30

Top Fund Holdings for ORIBX

Filing Date: 09/30/2014
Name Position Value % of Total
Akorn Inc 3,370,240 122,238,605 5.701%
Mallinckrodt PLC 768,459 69,276,579 3.231%
WEX Inc 624,810 68,929,039 3.215%
Middleby Corp/The 742,812 65,464,022 3.053%
EPAM Systems Inc 1,337,305 58,560,586 2.731%
PRA Group Inc 1,074,697 56,131,424 2.618%
Synchronoss Technologies Inc 1,161,097 53,155,021 2.479%
MWI Veterinary Supply Inc 342,835 50,876,714 2.373%
Colfax Corp 852,400 48,561,228 2.265%
AO Smith Corp 1,007,732 47,645,569 2.222%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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