Oak Ridge Sm to Md-Cap Eq Comp (S:0P00003G2M)
451.66
-13.65
(-2.93%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Palomar Holdings, Inc. | 3.87% | 120.10 | 2.95% |
| Viavi Solutions, Inc. | 3.02% | 36.89 | 4.50% |
| Construction Partners, Inc. | 3.02% | 105.89 | -6.21% |
| The Vita Coco Co., Inc. | 2.89% | 48.24 | -0.72% |
| The Ensign Group, Inc. | 2.39% | 196.62 | -1.74% |
| SiTime Corp. | 2.28% | 347.05 | -2.05% |
| RBC Bearings, Inc. | 2.15% | 548.11 | -0.70% |
| Federal Signal Corp. | 2.13% | 109.25 | -0.39% |
| Applied Industrial Technologies, Inc. | 2.11% | 267.12 | -0.83% |
| IRadimed Corp. | 2.11% | 96.23 | -0.32% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |