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Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund (TRSDX)

8.81
-0.00
(-0.01%)
As of November 24 at 8:00:55 PM EST. Market Open.
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  • Previous Close 8.81
  • YTD Return 13.76%
  • Expense Ratio 1.26%
  • Category Mid-Cap Growth
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 15.89M
  • Beta (5Y Monthly) 0.97
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend --
  • Inception Date Dec 31, 2014

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small and mid-capitalization companies organized in the United States that the Adviser believes should generate excess returns, as compared to the Russell 2500TM Growth Index, with below-market risk over time, namely companies with superior operating and financial characteristics and proven records of increasing earnings on a consistent and sustainable basis.

Torray Resolute

Fund Family

Mid-Cap Growth

Fund Category

15.89M

Net Assets

2014-12-31

Inception Date

More about Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund

Performance Overview: TRSDX

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Trailing returns as of 11/23/2021. Category is Mid-Cap Growth.

YTD Return

TRSDX
13.76%
Category
10.80%
 

1-Year Return

TRSDX
26.33%
Category
48.17%
 

3-Year Return

TRSDX
24.26%
Category
21.26%
 

5-Year Return

TRSDX
16.04%
Category
20.18%
 

Holdings: TRSDX

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Sector Weightings

SectorTRSDX
Healthcare   35.82%
Technology   35.29%
Industrials   15.33%
Consumer Cyclical   4.23%
Real Estate   3.92%
Financial Services   2.72%
Consumer Defensive   2.68%
Basic Materials   0.00%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: TRSDX

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Research Reports: TRSDX

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