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

Oak Ridge Large Cap Growth Fund

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ORLCX:US

17.86 USD 0.07 0.39%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Oak Ridge Large Cap Growth Fund (ORLCX)

Year To Date: +8.77% 3-Month: +3.66% 3-Year: +18.13% 52-Week Range: 15.34 - 17.92
1-Month: +1.08% 1-Year: +11.07% 5-Year: +11.01% Beta vs RLG: 1.00

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  • ORLCX:US 17.86
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Fund Profile & Information for ORLCX

Oak Ridge Large 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 large capitalization U.S. companies that have market capitalizations at the time of acquisition of $3 billion or more.

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

Fundamentals for ORLCX

NAV (on 2014-12-19) 17.86
Assets (M) (on 2014-12-19) 80.16
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for ORLCX

No dividends reported

Fees & Expenses for ORLCX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 0.75
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 2.10

Top Fund Holdings for ORLCX

Filing Date: 09/30/2014
Name Position Value % of Total
Apple Inc 54,655 5,506,491 6.257%
Celgene Corp 34,280 3,249,058 3.692%
Google Inc 5,155 3,033,254 3.446%
Johnson & Johnson 27,820 2,965,334 3.369%
Visa Inc 12,025 2,565,774 2.915%
QUALCOMM Inc 32,725 2,446,848 2.780%
Microsoft Corp 49,335 2,287,171 2.599%
Mallinckrodt PLC 25,280 2,278,992 2.589%
CVS Health Corp 28,063 2,233,534 2.538%
AMETEK Inc 42,952 2,156,620 2.450%

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

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