Roxbury/Mar Vista Strategic Growth Fund

Class Inst (RMSIX)

U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Roxbury Funds funds

See full Large Growth rankings

See more fund rankings

Performance

The fund has returned 21.90 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 2.3%
1 Year 21.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more RMSIX performance

Summary

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

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

See more RMSIX fees

Risk

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

See more RMSIX risk

See Also:

Top Roxbury Funds Funds