Roxbury/Mar Vista Strategic Growth Fund

Class Inst (RMSIX)

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 27.71 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 9.4%
1 Year 27.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks superior long-term growth of capital. The fund normally invests in equity securities that are judged by the fund's sub-adviser to have strong growth characteristics and that are undervalued in the marketplace. It normally will invest primarily (at least 65% of its net assets) in large capitalization securities with a market capitalization which at the time of purchase is consistent with the capitalization ranges of the Russell 1000® Growth Index and S&P 500® Index ("large-cap companies"). The fund may also invest up to 35% in securities of companies in other capitalization ranges, including small and mid-capitalization stocks.


Fees are Average compared to funds in the same category.
Roxbury/Mar Vista Strategic Growth Fund has an expense ratio of 0.90 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Roxbury Funds Funds