Oak Ridge Mid Cap Growth Equity (S:0P0000I5CD)
72.60
+1.95
(+2.76%)
USD |
Sep 30 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 January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Quanta Services, Inc. | 3.56% | 431.07 | 2.01% |
| O'Reilly Automotive, Inc. | 3.38% | 95.56 | 1.88% |
| Arthur J. Gallagher & Co. | 2.90% | 265.02 | 0.16% |
| Cloudflare, Inc. | 2.80% | 183.99 | 0.66% |
| Ollie's Bargain Outlet Holdings, Inc. | 2.74% | 120.05 | 1.32% |
| Roblox Corp. | 2.73% | 75.62 | 3.21% |
| Waste Connections, Inc. | 2.68% | 166.50 | 0.11% |
| Vertiv Holdings Co. | 2.65% | 168.81 | 3.20% |
| Vistra Corp. | 2.58% | 175.00 | 5.19% |
| Amphenol Corp. | 2.53% | 146.85 | 4.77% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |