Oak Ridge Dividend Growth Fund

Class Inst (ORDNX)

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Oak Ridge Funds funds

See full Large Value rankings

See more fund rankings

Performance

Trailing Returns Updated 02.28.2014
Year to date -1.8%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ORDNX performance

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.