Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

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

Oak Ridge Small Cap Growth Fund

+ Add to Watchlist

ORIBX:US

Snapshot for Oak Ridge Small Cap Growth Fund (ORIBX)

Year To Date: - 3-Month: - 3-Year: - 52-Week Range: -
1-Month: - 1-Year: - 5-Year: - Beta vs RTY: -

Mutual Fund Chart for ORIBX

No chart data available.
  • ORIBX:US 33.56
  • 1M
  • 1Y
Interactive ORIBX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

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 2015-05-21) 2,523.30
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: 02/27/2015
Name Position Value % of Total
Akorn Inc 2,626,340 141,323,355 5.998%
Mallinckrodt PLC 768,459 89,694,534 3.807%
EPAM Systems Inc 1,337,305 82,484,972 3.501%
Middleby Corp/The 742,812 79,191,187 3.361%
AO Smith Corp 957,732 60,365,848 2.562%
Watsco Inc 493,600 57,869,664 2.456%
Solera Holdings Inc 1,026,600 57,222,684 2.428%
United Natural Foods Inc 685,100 56,890,704 2.414%
Fortinet Inc 1,664,578 55,946,467 2.374%
Omnicell Inc 1,567,409 54,937,685 2.331%

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

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil