4 / 5 Stars
4 4 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#37 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 36.33 percent over the past year, 17.19 percent over the past three years, 28.30 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||17.2%|
|5 Years (Annualized)||28.3%|
|10 Years (Annualized)||8.5%|
The investment seeks superior long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in the following equity (or equity-related) securities: Common stocks of U.S. corporations that are judged by the investment adviser to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® and Russell 2000® Indices; Options on, or securities convertible into, the common stock of small-cap companies, etc.
Fees are Above Average compared to funds in the same category.
Roxbury Small Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.