Roxbury Mid Cap Inv
100 Wilshire Boulevard Suite 1000
Map
Phone: 800-497-2960
| Category: | Mid-Cap Growth | | Fund Family: | Roxbury Funds | | Net Assets: | 40.00K | | Year-to-Date Return: | -11.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-00 |
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Joshua Honeycutt
Lead Manager since
01-Jan-08 | | | Honeycutt joined Roxbury in 2000 as a quantitative analyst responsible for monitoring portfolio characteristics and risk statistics. Since 2001, he has been part of the mid-cap analytical team. Prior to joining Roxbury, Honeycutt was an analyst with Harvey & Company, covering mergers and acquisitions. In addition, he was an associate in forensic accounting at Tucker Alan. Honey holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | 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 invests at least 80% of assets in securities of companies with market capitalizations, consistent with the capitalization ranges of the Russell Mid Cap and S&P Mid Cap 400 indices. It may invest in securities convertible into or exercisable for common stock and certain option and financial futures contracts. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 3.93 | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 117.22% |
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| Expense | RMCAX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$490 | $700 | | 5 Yr Expense Projection*: |
$845 | $1,078 | | 10 Yr Expense Projection*: |
$1,845 | $2,120 |
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11.08% Nasdaq 0.00%
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