Friess Small Cap Growth Investor (SCGNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Friess Small Cap Growth Investor
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management information
Scott W. Gates,Lead manager since 30 May 2017
Scott Gates has more than 28 years of experience, including over 14 years with Friess Associates. He serves as the Chief Investment Officer of Friess and Friess of Delaware, positions he has held since March 2013. Previously, from September 2012 until March 2013, he served as Co-Chief Investment Officer of Friess and Friess of Delaware. Mr. Gates has been a Team Leader since 2008, a member of the Management Committee of Friess and Friess of Delaware since 2010, and a key member of the Research Team since joining Friess in 2003. Prior to Friess Associates, Scott was a Senior Analyst and Portfolio Manager at Gardner Lewis Asset Management. His career also includes time spent as a trader in the foreign exchange for Butler Harlow LTD in New York. Scott earned his undergraduate degree at Wake Forest University and his MBA from Emory University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyFriess Associates
Net assets4.72M
YTD return-26.33%
Yield0.00%
Morningstar rating★★★
Inception date30 May 2017
Fund operations
Last dividendN/A
Last cap gain20.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseSCGNXCategory average
Annual report expense ratio (net)1.20%1.21%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.78%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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