Oak Ridge Mutual Fund Money Managers
ORIGX Fund | USD 7.78 0.06 0.77% |
Break down of Oak Ridge's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oak Ridge's future under-performance.
Oak |
Symbol | ORIGX |
Name | Oak Ridge Small |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Oak Ridge Small Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Oak Ridge Net Asset Comparison
Oak Ridge Small is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 7.67 Billion. Oak Ridge claims roughly 80.69 Million in net asset contributing just under 2% to funds listed under Small Blend category.
Oak Ridge Small Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Oak Ridge Small Price Series Summation is a cross summation of Oak Ridge price series and its benchmark/peer.
About Oak Ridge Management Performance
The success or failure of an entity such as Oak Ridge Small often depends on how effective the management is. Oak Ridge management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oak management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oak management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund is considered a fund of funds that invests primarily in affiliated mutual funds managed by the Adviser and its affiliates. Under normal conditions, through the underlying funds, the fund is expected to indirectly invest in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies among others. The fund uses a blend strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Oak Mutual Fund
Oak Ridge financial ratios help investors to determine whether Oak Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oak with respect to the benefits of owning Oak Ridge security.
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |