• 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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ORIKX:US

38.34 USD 0.44 1.16%

As of 09:29:30 ET on 10/20/2014.

Snapshot for Oak Ridge Small Cap Growth Fund (ORIKX)

Year To Date: -3.21% 3-Month: -1.06% 3-Year: - 52-Week Range: 36.72 - 40.72
1-Month: -3.67% 1-Year: -0.43% 5-Year: - Beta vs RTY: 0.92

Mutual Fund Chart for ORIKX

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  • ORIKX:US 38.34
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Fund Profile & Information for ORIKX

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: 12-20-2012 Telephone: 1-617-742-7825
Managers: DAVID M KLASKIN / ROBERT G MCVICKER
Web Site: www.pioneerfunds.com

Fundamentals for ORIKX

NAV (on 2014-10-20) 38.34
Assets (M) (on 2014-10-17) 2,084.35
Fund Leveraged N
Minimum Investment 5,000,000.00
Minimum Subsequent Investment 0.00

Dividends for ORIKX

No dividends reported

Fees & Expenses for ORIKX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.83
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.89

Top Fund Holdings for ORIKX

Filing Date: 08/29/2014
Name Position Value % of Total
Akorn Inc 3,453,100 134,739,962 6.045%
WEX Inc 624,810 71,009,657 3.186%
Middleby Corp/The 742,812 64,052,679 2.874%
Mallinckrodt PLC 768,459 62,621,724 2.809%
Portfolio Recovery Associates 1,074,697 61,075,031 2.740%
Colfax Corp 852,400 54,221,164 2.432%
Synchronoss Technologies Inc 1,161,097 51,285,654 2.301%
EPAM Systems Inc 1,337,305 50,349,533 2.259%
AO Smith Corp 1,007,732 49,459,487 2.219%
MWI Veterinary Supply Inc 342,835 48,699,712 2.185%

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

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