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Hood River Small Cap Growth Fund Class Institutional (HRSMX)

32.98
Net Asset Value
+2.07%
1 Day
+11.83%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.41%
Expense Ratio
Average
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.

Performance

1 month+10.34% 3 years+8.10%
3 months+2.81% 5 years+16.37%
1 year+9.57% Since inception+11.31%
Data through --

Peer Comparisonvs. Small growth

 HRSMXCategory
Performance 5-yr return+16.37%+14.42%
Expense ratio1.41%1.33%
Risk 5 year sharpe ratio1.020.75
Net assets$153.8M$846.2M
Average market cap$1.9B$2.9B
Average P/E23.624.6
Portfolio turnover170%170%

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Fund Management and Purchase Info

Fund familyRoxbury Funds
Fund manager & tenureRobert Marvin / 13 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock94.98%
Cash3.26%
International stock1.76%
Fixed income0.00%
Other0.00%
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
PRAH PRA Health Sciences Inc3.86%
NUVA NuVasive Inc3.53%
AMD Advanced Micro Devices Inc3.18%
OCLR Oclaro Inc2.89%
LITE Lumentum Holdings Inc2.82%
IART Integra LifeSciences Holdings Corp2.61%
MTZ MasTec Inc2.56%
CRL Charles River Laboratories International Inc2.25%
FNSR Finisar Corp2.12%
CRUS Cirrus Logic Inc2.03%