Oak Ridge is trading at 17.31 as of the 1st of December 2024; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 17.26. Oak Ridge has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Oak Ridge Dynamic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. Small capitalization companies are considered to be companies with market capitalizations within the range of those companies included in the Russell 2000 Index at the time of purchase. More on Oak Ridge Dynamic
Oak Ridge Dynamic [ORSIX] is traded in USA and was established 1st of December 2024. 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 110.57 M in assets with minimum initial investment of 1000 K. Oak Ridge Dynamic is currently producing year-to-date (YTD) return of 23.39% with the current yeild of 0.0%, while the total return for the last 3 years was 8.5%.
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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 Dynamic 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.