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Mutual Fund Insights: Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

In-depth Analysis of Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

Mutual fund chart: Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

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See Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) performance details as of January 31, 2010

  

    Last Trade: $24.18 on 3/12/2010, Change: -0.01 (-0.04%)
Experiment our closing price forecasting tool for Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) (alpha release)

  

Fund Manager - David M. Klaskin

Fund Manager Tenure: 16.2 years   [Similar Funds: ORIBX  ORICX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Klaskin has been president and chief investment officer of Oak Ridge Investments since December 1989. Previously, he spent seven years as a financial consultant with Shearson Lehman Brothers.  Get more insights on David M. Klaskin

  

What we like about Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) What we like about Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

Data for Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) as of January 31, 2010

  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) management has been with Pioneer Oak Ridge Small Cap Growth A Fund for 16.2 years
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) has good mid-term performance (3-year return -3.03% vs -6.96% Small Growth category average)
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) has good Long-term performance (5-year return 2.03% vs 0.25% Small Growth category average)
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) ratio of up-years vs down years is greater than 2
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) has a Morningstar rating of 4 and above
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.22, lower than category average of 24.84
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) has a lower management fee than its Small Growth average: 1.40% vs 1.60%

  

What we are cautious about Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) What we are cautious about Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

Data for Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) as of January 31, 2010

  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) has a less-than-ideal short-term performance (1-year return 31.17% vs 39.62% Small Growth category average)
  • Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) carries a 5.75% load
See Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) performance details as of January 31, 2010

  

  

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Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) Net Asset

Track net asset change of Pioneer Oak Ridge Small Cap Growth A fund (ORIGX)

DateNet Asset
01/2010$414.10M
11/2009$395.77M
10/2009$388.26M
More historic net asset information on Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

  

Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) Portfolio Allocation

Track portfolio allocation change of Pioneer Oak Ridge Small Cap Growth A fund (ORIGX)

DateCashStockBondOther
10/20091.5%98.49%0%0%
09/20091.24%98.76%0%0%
08/20093.13%96.86%0%0%
Click here to see more historic asset allocation information on Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

  

Most Recent Top 10 Holdings in Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

Discover what Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX) manager is buying

31-Oct-09
ANSYS, Inc. [4.71%]
True Religion Apparel, Inc. [3.06%]
W M S INDS INC [3.05%]
Informatica Corporation [2.89%]
WOLVERINE WORLDWIDE [2.74%]
IDEXX Laboratories, Inc. [2.73%]
CONCHO RESOURCES INC [2.57%]
RESMED INC [2.57%]
CHURCH DWIGHT CO INC [2.57%]
Catalyst Health Solutions, Inc [2.54%]

30-Sep-09
ANSYS, Inc. [4.23%]
W M S INDS INC [3.31%]
True Religion Apparel, Inc. [3%]
Informatica Corporation [2.99%]
IDEXX Laboratories, Inc. [2.6%]
WOLVERINE WORLDWIDE [2.59%]
CHURCH DWIGHT CO INC [2.5%]
CONCHO RESOURCES INC [2.39%]
Catalyst Health Solutions, Inc [2.3%]
RESMED INC [2.3%]

31-Aug-09
ANSYS, Inc. [4.01%]
W M S INDS INC [3.19%]
CHURCH DWIGHT CO INC [2.87%]
IDEXX Laboratories, Inc. [2.74%]
True Religion Apparel, Inc. [2.73%]
WOLVERINE WORLDWIDE [2.63%]
Informatica Corporation [2.39%]
RESMED INC [2.34%]
Catalyst Health Solutions, Inc [2.34%]
CONCHO RESOURCES INC [2.26%]
Click here for Stock Holding Change Map in Pioneer Oak Ridge Small Cap Growth A Fund (ORIGX)

  

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