Roxbury Small Cap Growth Instl
100 Wilshire Boulevard Suite 1000 Santa Monica CA 90401
Map
Phone: 800-497-2960
| Category: | Small Growth | | Fund Family: | Roxbury Funds | | Net Assets: | 93.08M | | Year-to-Date Return: | 32.18% | | Yield: | 0.03% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-03 |
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Brian Smoluch
Lead Manager since
02-Jan-03 | | | Smoluch joined Roxbury in July 2002 and has nine years of investment management experience. From 1996 to 2002, he was with Columbia where he was a portfolio manager in the small/mid-cap investment team as well as an equity analyst focusing on small/mid-cap securities. Smoluch holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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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
(15-Dec-08):
| 0.00 | | Last Cap Gain
(13-Dec-07):
| 3.04 | | Annual Holdings Turnover
| 163.00% | | Average for Category:
| 133.38% |
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| Expense | RSCIX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 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 |
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