Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Managed Portfolio Series - Friess Small Cap Growth Fund (SCGNX)

23.04
-0.00
(-0.02%)
At close: June 2 at 8:00:50 PM EDT
Loading Chart for SCGNX
  • Previous Close 23.04
  • YTD Return -26.33%
  • Expense Ratio 1.20%
  • Category Small Growth
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.72M
  • Beta (5Y Monthly) 1.20
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date May 31, 2017

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by smaller capitalization companies. It invests principally in common stocks of U.S. companies but may also invest in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs").

Friess Associates

Fund Family

Small Growth

Fund Category

4.72M

Net Assets

2017-05-31

Inception Date

Performance Overview: SCGNX

View More

Trailing returns as of 5/31/2022. Category is Small Growth.

YTD Return

SCGNX
26.33%
Category
12.40%
 

1-Year Return

SCGNX
22.20%
Category
55.69%
 

3-Year Return

SCGNX
9.86%
Category
19.34%
 

5-Year Return

SCGNX
11.79%
Category
20.72%
 

Holdings: SCGNX

View More

Sector Weightings

SectorSCGNX
Industrials   26.08%
Technology   25.45%
Healthcare   7.23%
Energy   5.22%
Utilities   2.09%
Real Estate   0.00%

Recent News: SCGNX

View More

Research Reports: SCGNX

View More

Top Mutual Funds