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

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.81-0.00 (-0.01%)
At close: 09:00PM EDT

Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund

Managed Portfolio Series

615 East Michigan Street

Milwaukee, WI 53202

844-406-4960
Management information
Nicholas C. Haffenreffer,Lead manager since 30 December 2014
Mr. Haffenreffer began his investment career in 1991. In 2010, Resolute Capital Management, a firm he founded in 1998, joined Torray LLC. He is a member of the investment team and portfolio manager of the TorrayResolute strategies. Prior to founding Resolute, he was the Director of Research for Washington, DC based Farr Miller & Washington, an equity analyst with T. Rowe Price Associates, Inc., where he worked on the Growth Stock Fund and an equity analyst for Select Equity Group, Inc. in New York City. Mr. Haffenreffer received a BA from Brown University in 1990.
Morningstar style box
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Morningstar category
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Fund overview

CategoryMid-Cap Growth
Fund familyTorray Resolute
Net assets15.89M
YTD return13.76%
Yield0.00%
Morningstar rating★★
Inception date30 Dec 2014

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover33.00%
Average for categoryN/A

Fees and expenses

ExpenseTRSDXCategory average
Annual report expense ratio (net)1.26%1.09%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio3.21%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection400N/A
5-yr expense projection692N/A
10-yr expense projection2,708N/A