Oak Ridge is trading at 10.15 as of the 19th of March 2025; that is 0.78 percent decrease since the beginning of the trading day. The fund's open price was 10.23. Oak Ridge has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
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. More on Oak Ridge Small
Oak Ridge Small [ORIYX] is traded in USA and was established 19th of March 2025. Oak Ridge is listed under North Square category by Fama And French industry classification. The fund is listed under Small Blend category and is part of North Square family. This fund now has accumulated 80.69 M in assets with no minimum investment requirementsOak Ridge Small is currently producing year-to-date (YTD) return of 14.6%, while the total return for the last 3 years was 11.73%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oak Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oak Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oak Ridge Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.