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Nasdaq - Delayed Quote USD
Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund (TRSMX)
9.22
-0.00
(-0.01%)
At close: November 24 at 8:00:55 PM EST
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 10,000
- 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
- Scottrade TF
- JP MORGAN NO-LOAD TRANSACTION FEE
- Schwab All (Retail, Instl, Retirement)
Fund Summary
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 | 15.36M |
| YTD Return | 14.13% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Performance & Risk
| YTD Return | 10.92% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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