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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

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1,000
Min Subsequent Investment
100,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • Vanguard NTF
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

Fund Summary

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").

Fund Overview

Category Small Growth
Fund Family Friess Associates
Net Assets 4.72M
YTD Return -26.33%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2017

Performance & Risk

YTD Return -26.33%
5y Average Return 11.79%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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