Roxbury Small Cap Growth Inv
100 Wilshire Boulevard Suite 1000
Map
Phone: 800-497-2960
| Category: | Small Growth | | Fund Family: | Roxbury Funds | | Net Assets: | 470.00K | | Year-to-Date Return: | -10.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-04 |
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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: | $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 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. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 3.04 | | Annual Holdings Turnover
| 159.00% | | Average for Category:
| 112.98% |
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| Expense | RSCNX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$474 | $695 | | 5 Yr Expense Projection*: |
$818 | $1,099 | | 10 Yr Expense Projection*: |
$1,791 | $2,174 |
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0.26% Nasdaq 0.00%
0.01 (0.07%) 
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