TorrayResolute Small/Mid Cap Growth Fund Investor Class
TRSDX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Managed Portfolio Series
- IPO Date
- Jan 2, 2019
- CIK
- 0001511699
- Similar Companies
- Business
- TorrayResolute Small/Mid Cap Growth Fund Investor Class (TRSDX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of small- and mid-capitalization companies with consistent earnings growth, strong balance sheets, and shareholder-oriented management; it maintains a concentrated portfolio using a risk-managed approach that emphasizes businesses offering differentiated products and services with profitable growth potential. The fund, part of the Managed Portfolio Series and advised by Torray Investment Partners LLC, targets the mid-cap growth segment and holds at least 80% of its net assets in such equities, with current assets under management of approximately $15.89 million. Torray Investment Partners, founded in 1972 and headquartered in Bethesda, Maryland, provides investment advisory services across U.S. equity strategies for individuals, investment companies, charities, and corporations. The fund offers investor class shares (TRSDX) with no front-end or back-end loads, no 12b-1 fees, and a focus on risk-adjusted returns over a five-year horizon; it employs qualitative fundamental analysis rather than top-down forecasting to select holdings. Geographically, the fund concentrates on U.S.-based small- and mid-cap companies, aligning with Torray's domestic equity expertise. In recent developments, Resolute Investment Managers, Inc., the sponsor affiliated with the Managed Portfolio Series, completed a recapitalization in early 2024 under new ownership by a consortium of investment funds from leading financial institutions, strengthening its capital structure and enhancing growth capabilities for its multi-affiliate platform managing over $75 billion in assets. This strategic transformation supports continued operations and service delivery for funds like TRSDX amid ongoing market dynamics. No additional fund-specific acquisitions, partnerships, or product launches for TRSDX were reported in the last 1-2 years.