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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.98 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 15.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
