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North Square Spectrum Alpha Fund Class I (ORIYX)

US Funds

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9.93 -0.04 -0.40%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 31.18M

Type: Fund

Market: United States

Issuer: Oak Ridge Funds

Asset Class: Equity

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ORIYX Overview

Find basic information about the North Square Spectrum Alpha Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add ORIYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.06%

Prev. Close9.97

Risk Rating

TTM Yield0%

ROE17%

IssuerOak Ridge Funds

Turnover7%

ROA5.45%

Inception Date40176

Total Assets31.18M

Expenses1.05%

Min. Investment1,000,000

Market Cap2.64B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1070	963	1154	1047	1069	1677
Fund Return	7.05%	-3.71%	15.41%	1.53%	1.34%	5.3%
Place in category	58	213	147	594	488	337
% in Category	10	37	26	100	90	89

Top Equity Funds by North Square

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Oak Ridge Small Cap Growth A		53.44M	24.83	4.89	7.97

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.54B	-1.14	5.79	8.59
Fidelity Small Cap Index Instl Pre	24.17B	-2.85	3.49	7.38
Vanguard Small Cap Index I	21.96B	-1.13	5.81	8.60
DFA US Small Cap I	15.99B	-1.96	5.79	8.33
Vanguard Small Cap Index InstlPlus	12.31B	-1.13	5.81	8.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
North Square Dynamic Small Cap I	-	67.35	-	-
North Square Advisory Rsrch Sm Cp Val I	-	19.13	-	-
North Square Advisory Rsrch Sm Cp Gr I	-	10.97	-	-
iShares Russell 2000	US4642876555	1.00	189.65	-6.42%
iShares Core S&P Small-Cap ETF	-	0.00	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Sell	Sell	BUY
Summary	Sell	Strong Sell	Neutral

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Recent Quotes

Name	Price	Chg.	Chg. %
Oak Ridge Small C.	9.93	-0.04	-0.40%
Fortune SG CSI 30.	1.416	-0.012	-0.81%
Kiwoom Frontier D.	1,324.060	-2.920	-0.22%
China Southern Ca.	1.000	0.000	0.00%
India INGOVT 7.79.	101.600	+0.050	+0.05%
Aberdeen Emerging.	13.62	+0.03	+0.22%
CDSPI Canadian Eq.	30.461	+0.272	+0.90%
India 30Y	6.984	+0.135	+1.97%