• 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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ORIGX:US

37.94 USD 0.22 0.58%

As of 09:29:30 ET on 01/23/2015.

Snapshot for Oak Ridge Small Cap Growth Fund (ORIGX)

Year To Date: -0.76% 3-Month: +4.21% 3-Year: +14.91% 52-Week Range: 34.02 - 38.77
1-Month: -1.43% 1-Year: +3.60% 5-Year: +15.96% Beta vs RTY: 0.93

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  • ORIGX:US 37.94
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Fund Profile & Information for ORIGX

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: 01-03-1994 Telephone: 1-617-742-7825
Managers: DAVID M KLASKIN / ROBERT G MCVICKER
Web Site: www.pioneerfunds.com

Fundamentals for ORIGX

NAV (on 2015-01-23) 37.94
Assets (M) (on 2015-01-23) 2,188.04
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for ORIGX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-12-15) 0.20
Dividend Yield (ttm) 6.86

Fees & Expenses for ORIGX

Front Load 5.75
Back Load 1.00
Current Mgmt Fee 0.83
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.40

Top Fund Holdings for ORIGX

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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