Oak Ridge Dividend Growth Fund

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Performance

The fund has returned 17.45 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.2%
1 Year 17.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide current income and long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that have a record of paying dividends. Its equity investments include common stock, and can include preferred stock, depository receipts, exchanged traded funds ("ETFs"), rights and warrants. The fund may also invest in American Depository Receipts ("ADRs"). It will invest in a diversified portfolio of securities typically spread across many economic sectors.

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