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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  Indices; Options on, or securities convertible into, the common stock of small-cap companies, etc.


1 month+7.48% 3 years+18.80%
3 months+3.67% 5 years+15.01%
1 year+3.20% Since inception+11.78%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.01%+12.11%
Expense ratio1.49%1.37%
Risk 5 year sharpe ratio0.910.78
Net assets$102.2M$770.2M
Average market cap$1.9B$2.8B
Average P/E23.926.9
Portfolio turnover142%142%

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Fund Management and Purchase Info

Fund familyRoxbury Funds
Fund manager & tenureRobert Marvin / 12 Years
Minimal initial investment$25,000.00
Minimum IRA investment$25,000.00


U.S. stock93.56%
International stock3.88%
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
SUNE SunEdison Inc3.72%
AMSG AmSurg Corp2.86%
SCOR Comscore Inc2.70%
WOOF VCA Inc2.37%
ASGN On Assignment Inc2.28%
KAR KAR Auction Services Inc2.22%
TMH TeamHealth Holdings Inc2.19%
JKS JinkoSolar Holding Co Ltd2.14%
PEB Pebblebrook Hotel Trust2.14%
PRAA PRA Group Inc2.13%