Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD
Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund (TRSDX)
8.81
-0.00
(-0.01%)
At close: November 24 at 8:00:55 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- JPMorgan
- CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Commonwealth Universe
- Ameritas NTFN
- JP MORGAN NO-LOAD TRANSACTION FEE
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
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.
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Torray Resolute |
| Net Assets | 15.89M |
| YTD Return | 13.76% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Performance & Risk
| YTD Return | 10.93% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Related Tickers
ASMNX AQR Small Cap Momentum Style N
16.59
-6.64%
BCSVX Brown Capital Management International Small Company Fund
23.14
-2.07%
BCSFX Brown Capital Management International Small Company Fund
23.70
-2.07%
CNFRX Columbia Bond Inst2
29.93
+0.84%
UMMDX Columbia Bond Fund - S
30.01
+0.84%
UMMGX Columbia Bond Fund
30.01
+0.84%
CBFYX Columbia Bond Inst3
30.07
+0.84%
CNPIX Consumer Staples UltraSector ProFund Inv
78.24
+0.81%
CNPSX Consumer Staples UltraSector ProFund Svc
67.93
+0.80%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
108.96
+0.79%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.92
+0.78%
CADOX Columbia Minnesota Tax-Exempt Inst2
19.46
+0.78%
CNYZX Columbia Strat New York Muncpl Inc Inst
25.98
+0.78%
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.00
+0.78%
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.50
+0.78%
CMNZX Columbia Minnesota Tax-Exempt Inst
19.47
+0.72%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.82
+0.72%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.83
+0.72%
PTIMX Performance Trust Municipal Bond Instl
22.57
+0.67%
AFVZX Applied Finance Select Institutional
20.31
-5.31%
CCAZX Columbia Strat CA Muncpl Inc Inst
26.84
+0.64%
CCXYX Columbia Strategic California Municipal Income Fund
26.98
+0.63%
JIMEX Johnson Institutional Intermediate Bd F
15.11
+0.60%
CLDRX Calvert Core Bond Income R6
15.90
+0.57%
CLDIX Calvert Core Bond I
15.91
+0.57%
VCOBX Vanguard Core Bond Fund
18.14
+0.55%
SIUPX Guggenheim Core Bond Fund P
16.49
+0.55%
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
25.08
+0.52%
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.10
+0.52%
CLDAX Calvert Core Bond A
15.88
+0.51%
GIUSX Guggenheim Core Bond Fund Institutional
16.45
+0.49%
SIUSX Guggenheim Core Bond Fund A
16.47
+0.49%
GIBLX Guggenheim Total Return Bond P
23.97
+0.46%
GIBAX Guggenheim Total Return Bond A
23.98
+0.46%
GIBRX Guggenheim Total Return Bond R6
24.02
+0.46%
CAMRX Calvert Moderate Allocation R6
21.28
-2.56%
PTIAX Performance Trust Total Return Bd Inst
19.94
+0.45%
GIBIX Guggenheim Total Return Bond Instl
24.00
+0.42%
AIFRX abrdn Global Infrastructure Instl
24.13
+0.37%
GMODX GMO Opportunistic Income Fund
24.45
+0.33%
CDSIX Calvert Short Duration Income Fund
15.86
+0.32%
CDSRX Calvert Short Duration Income R6
15.86
+0.32%
CPHUX Columbia Strategic Income Inst3
21.39
+0.28%
LSIZX Columbia Strategic Income Inst
21.47
+0.28%
CTIVX Columbia Strategic Income Inst2
21.49
+0.28%
VGCAX Vanguard Global Credit Bond Admiral
19.13
+0.26%
CSDAX Calvert Short Duration Income A
15.75
+0.25%
MGBIX AMG GW&K ESG Bond I
21.85
+0.23%
GILPX Guggenheim Limited Duration P
24.59
+0.20%
GILDX Guggenheim Limited Duration A
24.60
+0.20%
ARINX Archer Income
18.16
+0.17%
GIKRX Guggenheim Limited Duration R6
24.58
+0.16%
GILHX Guggenheim Limited Duration Instl
24.59
+0.16%
INIIX VanEck International Investors Gold I
19.83
+0.15%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
+0.13%
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.82
+0.13%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
GMOLX GMO Opportunistic Income Fund
24.39
+0.33%
APDIX Artisan International Fund
29.50
0.00%
GAAAX GMO Opportunistic Income R6
24.35
+0.33%
GBATX GMO Strategic Opportunities Allc III
16.72
-2.34%
FEGIX First Eagle Gold I
34.51
-0.09%
FEURX First Eagle Gold R6
34.61
-0.12%
COBYX The Cook & Bynum
17.07
-0.12%
SGGDX First Eagle Gold A
33.30
-0.12%
FEGOX First Eagle Gold C
29.95
-0.13%
SFHYX Hundredfold Select Alternative Svc
22.12
-0.27%
HFSAX Hundredfold Select Alternative Inv
23.70
-0.21%
FGTZX Franklin Growth Allocation Advisor
19.60
-3.45%
FTGMX Franklin Growth Allocation R6
19.59
-3.40%
FGTRX Franklin Growth Allocation R
19.08
-3.39%
NSRKX Northern World Selection Index K
21.30
-3.49%
FIUIX Fidelity Telecom and Utilities
34.81
-0.23%
GIOSX Guggenheim Macro Opportunities R6
24.66
-0.24%
GIOPX Guggenheim Macro Opportunities P
24.64
-0.24%
GIOAX Guggenheim Macro Opportunities A
24.63
-0.24%
FGTIX Franklin Growth Allocation A
19.44
-3.43%
BLUEX AMG Veritas Global Real Return I
39.74
-0.25%
VEGBX Vanguard Emerging Markets Bond Admiral
23.42
-0.26%
NSRIX Northern World Selection Index I
21.28
-3.54%
GIOIX Guggenheim Macro Opportunities Instl
24.66
-0.28%
ECEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
30.45
-4.72%
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.40
-4.71%
GMCDX GMO Emerging Country Debt Fund
20.21
-0.83%
GMDFX GMO Emerging Country Debt Fund
20.17
-0.79%
GMOQX GMO Emerging Country Debt Fund
20.15
-0.84%
HMEAX NexPoint Merger Arbitrage A
19.29
-0.41%
FGPMX Franklin Gold and Precious Metals R6
26.93
-0.44%
NPSFX Nuveen Preferred Secs & Inc R6
15.58
-0.45%
FGADX Franklin Gold and Precious Metals Adv
26.49
-0.45%
HMEZX NexPoint Merger Arbitrage Z
19.70
-0.45%
NPSRX Nuveen Preferred Secs & Inc I
15.54
-0.51%
NPSAX Nuveen Preferred Secs & Inc A
15.52
-0.51%
BISMX Brandes International Small Cap Equity Fund
20.53
-0.53%
BISAX Brandes International Small Cap Equity Fund
20.38
-0.54%
BINCX Brandes International Small Cap Equity Fund
19.47
-0.56%
BISRX Brandes International Small Cap Equity Fund
20.67
-0.58%
VAESX Virtus KAR Emerging Markets Small-Cap Fund
15.06
-0.59%
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.70
-0.60%
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.62
-0.60%