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Hood River Small Cap Growth Fund Class Institutional (HRSMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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  Growth Indices; Options on, or securities convertible into, the common stock of small-cap companies, etc.


1 month+5.58% 3 years+9.95%
3 months+6.06% 5 years+14.89%
1 year+36.18% Since inception+11.89%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.89%+12.33%
Expense ratio1.41%1.32%
Risk 5 year sharpe ratio1.100.82
Net assets$179.4M$877.7M
Average market cap$2.3B$3.2B
Average P/E27.329.4
Portfolio turnover170%170%

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Fund Management and Purchase Info

Fund familyRoxbury Funds
Fund manager & tenureRobert Marvin / 14 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock94.02%
International stock1.58%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 16.39%
Healthcare 14.69%
Consumer service 11.49%
Telecommunication 10.59%
Consumer goods 7.72%
Top 10 Holdings
Portfolio weighting
AMD Advanced Micro Devices Inc4.03%
MTZ MasTec Inc3.55%
NUVA NuVasive Inc3.48%
OZRK Bank of The Ozarks Inc3.47%
PRAH PRA Health Sciences Inc2.73%
WAL Western Alliance Bancorp2.71%
IART Integra LifeSciences Holdings Corp2.65%
MSCC Microsemi Corp2.27%
CRUS Cirrus Logic Inc2.11%
ODFL Old Dominion Freight Line Inc1.86%