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
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
Broker Availability Information Not Available
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.
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 |
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 |
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