Nasdaq - Delayed Quote USD

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

9.22
-0.00
(-0.01%)
As of November 24 at 8:00:55 PM EST. Market Open.
Loading Chart for TRSMX
  • Previous Close 9.23
  • YTD Return 14.13%
  • Expense Ratio 1.01%
  • Category Mid-Cap Growth
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 15.36M
  • Beta (5Y Monthly) 0.97
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend --
  • Inception Date Dec 31, 2014

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

15.36M

Net Assets

2014-12-31

Inception Date

Performance Overview: TRSMX

View More

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

YTD Return

TRSMX
14.13%
Category
10.80%
 

1-Year Return

TRSMX
26.75%
Category
48.17%
 

3-Year Return

TRSMX
24.59%
Category
21.26%
 

5-Year Return

TRSMX
16.35%
Category
20.18%
 

Holdings: TRSMX

View More

Sector Weightings

SectorTRSMX
Healthcare   35.82%
Technology   35.29%
Industrials   15.33%
Real Estate   3.92%
Utilities   0.00%
Energy   0.00%

Recent News: TRSMX

View More

Research Reports: TRSMX

View More

Top Mutual Funds