North Square Oak Ridge Small Cap Growth Fund Class K (ORIKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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North Square Oak Ridge Small Cap Growth Fund Class K
North Square Investments Trust
10 SOUTH LASALLE STREET, SUITE 1925
855-551-5521
Management information
David M. Klaskin,Lead manager since 2 January 1994
Founder of Oak Ridge Investments in 1989, Mr. Klaskin leads our firm and its investment team. He has developed and implemented the investment discipline that is applied across all Oak Ridge products. He is co-portfolio manager of the Oak Ridge Small /Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. He is co-portfolio manager of the Dividend Growth strategy as well. Mr. Klaskin also chairs the firm’s Executive Committee. He has been featured on television, radio, and in numerous publications. Prior to establishing Oak Ridge, Mr. Klaskin worked as an investment executive at Shearson Lehman Hutton for eight years. Mr. Klaskin is a native of Chicago and graduated from Indiana University with a B.S. in Finance.
Morningstar style box
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Morningstar category
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Fund overview
CategorySmall Growth
Fund familyNorth Square
Net assets139.23M
YTD return10.14%
Yield0.00%
Morningstar rating★★
Inception date19 Dec 2012
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover38.00%
Average for categoryN/A
Fees and expenses
ExpenseORIKXCategory average
Annual report expense ratio (net)1.00%1.21%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection327N/A
5-yr expense projection580N/A
10-yr expense projection1,302N/A
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