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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-13.87% 3 years+8.02%
3 months-17.06% 5 years+8.05%
1 year-15.55% Since inception+10.66%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.05%+9.40%
Expense ratio1.49%1.35%
Risk 5 year sharpe ratio0.620.49
Net assets$114.3M$756.9M
Average market cap$1.5B$2.8B
Average P/E20.724.3
Portfolio turnover142%142%

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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$25,000.00


U.S. stock90.11%
International stock4.81%
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
ASGN On Assignment Inc3.63%
CALD Callidus Software Inc3.31%
AMSG AmSurg Corp2.92%
LAD Lithia Motors Inc2.46%
JKS JinkoSolar Holding Co Ltd2.39%
PFPT Proofpoint Inc2.20%
USCR US Concrete Inc2.04%
TMH TeamHealth Holdings Inc2.03%
WOOF VCA Inc1.98%
SAAS inContact Inc1.89%

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