Nasdaq - Delayed Quote USD
Manager Directed Portfolios - Mar Vista Strategic Growth Fund (HSRGX)
23.18
-0.25
(-1.07%)
At close: December 15 at 8:00:25 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -24.54% |
| 5y Average Return | 9.10% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Jul 18, 2022) | 31.65% |
| Worst 1Y Total Return (Jul 18, 2022) | -- |
| Best 3Y Total Return | 31.65% |
| Worst 3Y Total Return | 15.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HSRGX
Category
- YTD
- -24.54%
- 12.38%
- 1-Month
- 2.75%
- 5.09%
- 3-Month
- -12.23%
- 10.28%
- 1-Year
- -19.77%
- 41.70%
- 3-Year
- 6.38%
- 22.56%
- 5-Year
- 9.10%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 37.66%
- 25.99%
- Last Bear Market
- -16.43%
- -17.29%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 68 |
| 3-Month | 19 |
| 1-Year | 33 |
| 3-Year | 67 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | -18.53% |
| 3-Year | 6.84% |
| 5-Year | 9.38% |
| 10-Year | 11.72% |
Performance & Risk
| YTD Return | -24.54% |
| 5y Average Return | 9.10% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Mar Vista |
| Net Assets | 57.28M |
| YTD Return | -24.54% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 06, 2017 |
Fund Summary
The fund invests in equity securities that the Subadviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily (at least 65% of its net assets) in equity securities, principally common and preferred stocks, of U.S. companies. The Subadviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of companies with mid and small market capitalizations. The fund maintains a portfolio of approximately 30-50 stocks.
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