Oak Ridge Small Fund Quote
| ORIGX Fund | USD 8.23 0.04 0.48% |
PerformanceSolid
| Odds Of DistressLow
|
Oak Ridge is trading at 8.23 as of the 21st of July 2025; that is 0.48% down since the beginning of the trading day. The fund's open price was 8.27. Oak Ridge has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 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
Moving together with Oak Mutual Fund
Oak Mutual Fund Highlights
| Fund Concentration | North Square Funds, Large Funds, Small Blend Funds, Small Blend, North Square (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | May |
Oak Ridge Small [ORIGX] is traded in USA and was established 21st of July 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 minimum initial investment of 1 K. Oak Ridge Small is currently producing year-to-date (YTD) return of 3.88%, while the total return for the last 3 years was 14.05%.
Check Oak Ridge Probability Of Bankruptcy
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.
Top Oak Ridge Small Mutual Fund Constituents
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| FIVN | Five9 Inc | Stock | Information Technology | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary | |
| MIDD | Middleby Corp | Stock | Industrials | |
| EYE | National Vision Holdings | Stock | Consumer Discretionary | |
| CRNC | Cerence | Stock | Information Technology | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| BECN | Beacon Roofing Supply | Stock | Industrials |
Oak Ridge Small Risk Profiles
| Mean Deviation | 0.8787 | |||
| Semi Deviation | 0.8432 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.31 |
Oak Ridge Against Markets
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.
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