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North Square Oak Ridge Small Cap Growth Fund Class K (ORIKX)

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Oak Ridge Small Cap Growth K historical data, for real-time data please try another search

10.36 +0.15 +1.47%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.82M

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ORIKX Holdings

Comprehensive information about top holdings and Key Holding Information for the Oak Ridge Small Cap Growth K (ORIKX) fund. Our Oak Ridge Small Cap Growth K portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.68	1.68	0.00
Shares	98.32	98.32	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	29.94	21.76
Price to Book	4.81	3.09
Price to Sales	2.98	2.10
Price to Cash Flow	18.85	12.21
Dividend Yield	0.09	0.65
5 Years Earnings Growth	19.31	14.25

Sector Allocation

Name	Net %	Category Average
Healthcare	29.33	20.43
Technology	29.23	23.83
Industrials	17.98	20.18
Consumer Cyclical	12.03	11.16
Consumer Defensive	6.82	4.57
Communication Services	2.44	2.16
Financial Services	1.72	10.09
Real Estate	0.44	2.97

Region Allocation

Equities

North America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 65

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Endava PLC ADR	-	3.67	-	-
Saia Inc	-	3.28	-	-
Lattice Semiconductor Corp	-	3.08	-	-
Perficient Inc	-	2.78	-	-
BJ's Wholesale Club Holdings Inc	-	2.75	-	-
SiteOne Landscape Supply Inc	-	2.58	-	-
Colfax Corp	-	2.42	-	-
Inspire Medical Systems Inc	-	2.40	-	-
Conmed Corp	-	2.35	-	-
YETI Holdings Inc	-	2.35	-	-

Top Equity Funds by North Square

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Oak Ridge Small Cap Growth A		43.56M	24.83	4.89	7.97
	Oak Ridge Small Cap Growth I		31.18M	7.05	1.53	5.30

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Recent Quotes

Name	Price	Chg.	Chg. %
Oak Ridge Small C.	10.36	+0.15	+1.47%
Goldman Sachs Glo.	15.530	-0.070	-0.45%
USAA Aggressive G.	71.11	+0.57	+0.81%