TorrayResolute Small/Mid Cap Growth Fund
TRMSX |TRSDX

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Strategy

The Fund’s strategy is to invest in predominantly small and mid-capitalization ($500 million – $5 billion) companies with proven track records of increasing earnings on a consistent and sustainable basis.

  • Diversified set of 25-30 small and mid-cap stocks
  • Long-term orientation and quality focus
  • Sector weights are independent of benchmarks
Investment Team

arrow Nicholas C. Haffenreffer, Portfolio Management and Research

 
arrow James D. Bailey, CFA, Senior Research

 
arrow Jeffrey D. Lent, Research

 
arrow John R. Gallagher, CFA, Research

 
arrow John Petrofsky, CAIA, Research

 

Fund Reports & Documents

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download Fact Sheet
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download Summary Prospectus
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download SAI
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download XRBL Files
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download Semi-Annual Report
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download Annual Report
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download Prospectus
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Applications & Forms

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download New Account Application
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download Coverdell ESA Application
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download IRA Application
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download IRA Transfer Form
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download Custodial Account Agreement
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Fund Facts

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Share Classes Institutional Investor
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Ticker TRSMX TRSDX
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Cusip 56166Y370 56166Y388
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Inception 12/31/2014
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Fund Assets $22 Million
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Sales Charge None
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Min. Initial Inv. $1,000,000 $2,500
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Benchmark Russell 2500 Growth
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Redemption Fee None
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Managers Nicholas C. Haffenreffer
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Russell 2500 Growth Index (R2500G)- The Russell 2500™ Growth Index measures the performance of the small to mid cap growth segment of the U.S. equity universe. It includes those Russell 2500 companies with higher growth earning potential as defined by Russell's leading style methodology. One cannot invest directly in an index.

While the fund is no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.

 
 
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