Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, January 7, 2010, 8:09AM ET - U.S. Markets open in 1 hour and 21 minutes. Dow Up 0.02% Nasdaq  0.00%
Pioneer Oak Ridge Small Cap Growth C (ORICX)On Jan 6: 20.32  Up 0.06 (0.30%)  
MORE ON ORICX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Pioneer Oak Ridge Small Cap Growth C
60 State St Boston MA 02109
Map
Phone: 800-225-6292
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Pioneer Investments
Net Assets:36.29M
Year-to-Date Return:16.62%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:03-Mar-97
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
David M. Klaskin
Lead Manager since 03-Jan-94
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.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:$250
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$500
Min Subsequent Investment, IRA:$100
Min Subsequent Investment, AIP:N/A
ORICX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund invests at least 80% of net assets in equity securities of small-capitalization companies. The equity securities include common stocks, convertible debt and other equity instruments, such as ETFs that invest primarily in equity securities, depositary receipts, warrants, rights, equity investments in REITs and preferred stocks. It may invest up to 20% of total assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (26-Nov-08): 0.53
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 133.38%
FEES & EXPENSES 
ExpenseORICXCategory
Avg
Total Expense Ratio:% 1.61%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:1.00% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$692
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,096
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,202
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials