Roxbury Small Cap Growth Instl
100 Wilshire Boulevard Suite 1000
Map
Phone: 800-497-2960
| Category: | Small Growth | | Fund Family: | Roxbury Funds | | Net Assets: | 123.96M | | Year-to-Date Return: | -33.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-03 |
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Steve N. Marshman
Lead Manager since
02-Jan-03 | | | Marshman is a portfolio manager for Roxbury, his employer since July of 2002. From 1995 to July 2002, he was with Columbia Management Group. Prior to joining Columbia, Marshman was a fighter pilot in the U.S. Air Force. Marshman holds the designation of Chartered Financial Analyst. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks superior long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with market capitalizations consistent with the capitalization ranges of the Russell 2000 and S&P Small Cap 600 indices. It may invest in securities convertible into or exercisable for common stock and certain option and financial futures contracts.The fund may also invest in foreign securities, including American Depositary Receipts. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 3.04 | | Annual Holdings Turnover
| 167.00% | | Average for Category:
| 115.78% |
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| Expense | RSCIX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$397 | $680 | | 5 Yr Expense Projection*: |
$686 | $1,078 | | 10 Yr Expense Projection*: |
$1,511 | $2,142 |
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2.63% Nasdaq 0.00%
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