Oak Ridge Dynamic Fund Quote

ORSAX Fund  USD 17.26  0.05  0.29%   

Performance

12 of 100

 
Weak
 
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Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Oak Ridge is trading at 17.26 as of the 2nd of December 2024; that is 0.29% up since the beginning of the trading day. The fund's open price was 17.21. 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 7th of January 2024 and ending today, the 2nd 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. North Square is traded on NAS Exchange in the United States. More on Oak Ridge Dynamic

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Oak Mutual Fund Highlights

Fund ConcentrationSmall Blend, North Square (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of September 2019
Fiscal Year EndMay
Oak Ridge Dynamic [ORSAX] is traded in USA and was established 2nd of December 2024. The fund is listed under Small Blend category and is part of North Square family. Oak Ridge Dynamic now has accumulated 15.5 M in assets with minimum initial investment of 1 K. with the current yeild of 0.0%, while the total return for the last 3 years was 4.4%.
Check Oak Ridge Probability Of Bankruptcy

Instrument Allocation

Top Oak Ridge Dynamic Mutual Fund Constituents

MRTNMarten TransportStockIndustrials
MBUUMalibu BoatsStockConsumer Discretionary
ILPTIndustrial Logistics PropertiesStockReal Estate
UFPIUfp IndustriesStockIndustrials
DKDelek EnergyStockEnergy
WALWestern Alliance BancorporationStockFinancials
CATYCathay General BancorpStockFinancials
RGENRepligenStockHealth Care
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Oak Ridge Dynamic Risk Profiles

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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