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Oak Ridge Small Cap Growth Fund

ORICX:US
NASDAQ GM
6.92
USD
0.04
0.58%
As of 2/16/2018
Fund Type
Open-End Fund
52Wk Range
5.91 - 7.18
1 Yr Return
16.01%
YTD Return
2.52%
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Previous Close
6.88
52Wk Range
5.91 - 7.18
1 Yr Return
16.62%
YTD Return
2.52%
Fund Type
Open-End Fund
Objective
Growth Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/16/2018)
6.92
Total Assets (m USD) (on 02/16/2018)
448.291
Inception Date
03/01/1997
Last Dividend (on 12/12/2017)
22.76836
Dividend Indicated Gross Yield
-
Fund Managers
DAVID M KLASKIN / ROBERT G MCVICKER
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
1.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.85%
Expense Ratio
2.11%

Top Fund Holdings

Name Position Value % of Fund
31.27 m 31.27 m 4.59
165.00 k 21.76 m 3.19
410.00 k 21.48 m 3.15
535.00 k 20.34 m 2.98
295.00 k 18.90 m 2.77
295.00 k 18.23 m 2.67
145.00 k 18.22 m 2.67
170.00 k 18.08 m 2.65
365.00 k 17.32 m 2.54
190.00 k 16.90 m 2.48
Profile
Oak Ridge Small Cap Growth Fund seeks capital appreciation by investing in equity securities of small capitalization companies. The Fund's advisor considers small capitalization companies to be those with market values, at the time of investment, that do not exceed the greater of the market capitalization of the largest company within the Russell 2000 Index.
Address
Oak Ridge Investments LLC
10 South LaSalle Street
Suite 1050
Chicago, IL 60603
Phone
1-800-407-7298