OCSNX : Orchard Small Cap Value Fund Class N

OCSNX is a US Stocks Market Small Blend with HIGH fees.


Orchard Small Cap Value Fund Class N

FI Score

11 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

11% FI Score
  • ocsnx
  • Mutual Fund
  • US Stocks
  • Small Blend

Orchard Small Cap Value Fund Class N

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund pursues its objective by investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small capitalization companies based in the United States. The Adviser currently defines small capitalization companies as those that at time of purchase have capitalizations of up to $6 billion. The fund's portfolio typically has between 30 to 60 equity positions and cash positions of less than 10%.

Largest Holdings

Amount Holding
7.49% The Bancorp Inc
5.69% Pfenex Inc
5.54% Enova International Inc
5.35% Axos Financial Inc
4.67% Greenlight Capital Re Ltd Class A
4.34% Meta Financial Group Inc
4.24% Omnova Solutions Inc
3.70% TriMas Corp
3.62% Ameris Bancorp
3.55% Cinemark Holdings Inc
3.52% First Foundation Inc
3.15% Encompass Health Corp
3.15% Thor Industries Inc
3.13% Act II Global Acquisition Corp Ordinary Shares - Class A
2.75% Colony Capital Inc Class A
2.62% Potbelly Corp
2.59% Solaris Oilfield Infrastructure Inc Class A
2.46% Ardelyx Inc
2.45% Century Casinos Inc
2.37% Peapack Gladstone Financial Corp
2.35% Trinity Industries Inc
2.32% AZZ Inc
2.30% NI Holdings Inc
2.23% Imax Corp
1.94% Schnitzer Steel Industries Inc Class A

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