Form N-CSR Cover
Form N-CSR Cover | 12 Months Ended |
Jul. 31, 2024 | |
Shareholder Report [Line Items] | |
Document Type | N-CSR |
Amendment Flag | false |
Registrant Name | Managed Portfolio Series |
Entity Central Index Key | 0001511699 |
Entity Investment Company Type | N-1A |
Document Period End Date | Jul. 31, 2024 |
Shareholder Report
Shareholder Report | 12 Months Ended |
Jul. 31, 2024 USD ($) $ / shares | |
Shareholder Report [Line Items] | |
Document Type | N-CSR |
Amendment Flag | false |
Registrant Name | Managed Portfolio Series |
Entity Central Index Key | 0001511699 |
Entity Investment Company Type | N-1A |
Document Period End Date | Jul. 31, 2024 |
Advisor Class | |
Shareholder Report [Line Items] | |
Fund Name | Coho Relative Value Equity Fund |
Class Name | Advisor Class |
Trading Symbol | COHOX |
Annual or Semi-Annual Statement [Text Block] | This annual shareholder report contains important information about the Coho Relative Value Equity Fund for the period of August 1, 2023, to July 31, 2024. |
Shareholder Report Annual or Semi-Annual | annual shareholder report |
Additional Information [Text Block] | You can find additional information about the Fund at https://www.cohofunds.com/relative-value-equity-fund/literature/ . You can also request this information by contacting us at 1-866-264-6234 . |
Additional Information Phone Number | 1-866-264-6234 |
Additional Information Website | https://www.cohofunds.com/relative-value-equity-fund/literature/ |
Expenses [Text Block] | WHAT WERE THE FUND COSTS FOR THE PAST YEAR? (based on a hypothetical $10,000 investment) Class Name Costs of a $10,000 investment Costs paid as a percentage of a $10,000 investment Advisor Class $80 0.79% |
Expenses Paid, Amount | $ 80 |
Expense Ratio, Percent | 0.79% |
Factors Affecting Performance [Text Block] | HOW DID THE FUND PERFORM LAST YEAR AND WHAT AFFECTED ITS PERFORMANCE? The Funds’ lagging relative performance for the period was driven by both allocation and selection effect. From a sector perspective versus the S&P 500® Index, both Funds’ overweight in Consumer Staples and Health Care, coupled with stock selection within those sectors, were large detractors to the relative performance. In addition, the Funds’ underweight and stock selection within the Information Technology sector further negatively impacted relative performance. While Coho’s downside protection has been consistent throughout our 25-year history, the dominance of Growth and the narrowness of the market has negatively impacted our upside participation more recently. We continue to believe the market is mispricing risk and undervaluing the earnings, cash flow, and dividend growth potential of our portfolio. We are optimistic that a renewed focus on fundamentals and valuation will help to further close the performance gap and reinforce the pattern of returns we seek to deliver over the market cycle. |
Performance Past Does Not Indicate Future [Text] | The Fund’s past performance is not a good predictor of the Fund’s future performance. |
Line Graph [Table Text Block] | |
Average Annual Return [Table Text Block] | ANNUAL AVERAGE TOTAL RETURN (%) 1 Year 5 Year 10 Year Advisor Class 3.59 8.33 8.24 S&P 500 TR 22.15 15.00 13.15 Russell 1000 Value Total Return 14.80 9.92 8.96 |
No Deduction of Taxes [Text Block] | The returns do not reflect the deduction of taxes that a shareholder would pay on Fund distributions or redemption of Fund shares. |
Updated Performance Information Location [Text Block] | Visit https://www.cohofunds.com/relative-value-equity-fund/literature/ for more recent performance information. Visit https://www.cohofunds.com/relative-value-equity-fund/literature/ for more recent performance information. |
Net Assets | $ 417,660,737 |
Holdings Count | $ / shares | 28 |
Advisory Fees Paid, Amount | $ 3,974,454 |
Investment Company Portfolio Turnover | 19% |
Additional Fund Statistics [Text Block] | KEY FUND STATISTICS (as of July 31, 2024) Net Assets $417,660,737 Number of Holdings 28 Net Advisory Fee $3,974,454 Portfolio Turnover 19% |
Holdings [Text Block] | Top 10 Issuers (%) Lowe’s Companies 5.1% Cencora 5.1% UnitedHealth Group 5.0% Microchip Technology 4.6% Ross Stores 4.5% Amgen 4.2% Sysco 4.2% Thermo Fisher Scientific 4.2% W.W. Grainger 3.8% Marsh & McLennan Companies 3.7% |
Updated Prospectus Web Address | https://www.cohofunds.com/relative-value-equity-fund/literature/ |
Advisor Class | |
Shareholder Report [Line Items] | |
Fund Name | Coho Relative Value ESG Fund |
Class Name | Advisor Class |
Trading Symbol | CESGX |
Annual or Semi-Annual Statement [Text Block] | This annual shareholder report contains important information about the Coho Relative Value ESG Fund for the period of August 1, 2023, to July 31, 2024. |
Shareholder Report Annual or Semi-Annual | annual shareholder report |
Additional Information [Text Block] | You can find additional information about the Fund at https://www.cohofunds.com/esg-fund/ literature/ . You can also request this information by contacting us at 1-866-264-6234 . |
Additional Information Phone Number | 1-866-264-6234 |
Additional Information Website | https://www.cohofunds.com/esg-fund/literature/ |
Expenses [Text Block] | WHAT WERE THE FUND COSTS FOR THE PAST YEAR? (based on a hypothetical $10,000 investment) Class Name Costs of a $10,000 investment Costs paid as a percentage of a $10,000 investment Advisor Class $81 0.79% |
Expenses Paid, Amount | $ 81 |
Expense Ratio, Percent | 0.79% |
Factors Affecting Performance [Text Block] | HOW DID THE FUND PERFORM LAST YEAR AND WHAT AFFECTED ITS PERFORMANCE? The Funds’ lagging relative performance for the period was driven by both allocation and selection effect. From a sector perspective versus the S&P 500® Index, both Funds’ overweight in Consumer Staples and Health Care, coupled with stock selection within those sectors, were large detractors to the relative performance. In addition, the Funds’ underweight and stock selection within the Information Technology sector further negatively impacted relative performance. While Coho’s downside protection has been consistent throughout our 25-year history, the dominance of Growth and the narrowness of the market has negatively impacted our upside participation more recently. We continue to believe the market is mispricing risk and undervaluing the earnings, cash flow, and dividend growth potential of our portfolio. We are optimistic that a renewed focus on fundamentals and valuation will help to further close the performance gap and reinforce the pattern of returns we seek to deliver over the market cycle. |
Performance Past Does Not Indicate Future [Text] | The Fund’s past performance is not a good predictor of the Fund’s future performance. |
Line Graph [Table Text Block] | |
Average Annual Return [Table Text Block] | ANNUAL AVERAGE TOTAL RETURN (%) 1 Year Since Inception (11/27/2019) Advisor Class 4.20 6.69 S&P 500 TR 22.15 14.55 Russell 1000 Value Total Return 14.80 9.38 |
No Deduction of Taxes [Text Block] | The returns do not reflect the deduction of taxes that a shareholder would pay on Fund distributions or redemption of Fund shares. |
Updated Performance Information Location [Text Block] | Visit https://www.cohofunds.com/esg-fund/literature/ for more recent performance information. Visit https://www.cohofunds.com/esg-fund/literature/ for more recent performance information. |
Net Assets | $ 47,541,011 |
Holdings Count | $ / shares | 25 |
Advisory Fees Paid, Amount | $ 206,573 |
Investment Company Portfolio Turnover | 17% |
Additional Fund Statistics [Text Block] | KEY FUND STATISTICS (as of July 31, 2024) Net Assets $47,541,011 Number of Holdings 25 Net Advisory Fee $206,573 Portfolio Turnover 17% |
Holdings [Text Block] | Top 10 Issuers (%) Ross Stores 5.2% Lowe’s Companies 5.0% UnitedHealth Group 5.0% Microchip Technology 4.7% W.W. Grainger 4.5% Amgen 4.5% Sysco 4.5% Cencora 4.4% Thermo Fisher Scientific 4.2% Marsh & McLennan Companies 4.0% |
Updated Prospectus Web Address | https://www.cohofunds.com/esg-fund/literature/ |
Shareholder Report, Line Graph
Shareholder Report, Line Graph (Details) - USD ($) | 12 Months Ended | ||||||||||
Jul. 31, 2024 | Jul. 31, 2023 | Jul. 31, 2022 | Jul. 31, 2021 | Jul. 31, 2020 | Jul. 31, 2019 | Jul. 31, 2018 | Jul. 31, 2017 | Jul. 31, 2016 | Jul. 31, 2015 | Jul. 31, 2014 | |
Advisor Class | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | Advisor Class | ||||||||||
Account Value | $ 22,067 | $ 21,303 | $ 20,658 | $ 20,260 | $ 16,037 | $ 14,788 | $ 14,421 | $ 12,804 | $ 11,787 | $ 11,001 | $ 10,000 |
Advisor Class | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | Advisor Class | ||||||||||
Account Value | $ 13,537 | 12,992 | 12,672 | 12,675 | 10,200 | ||||||
S&P 500 TR [Member] | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | S&P 500 TR | ||||||||||
Account Value | $ 34,403 | 28,165 | 24,921 | 26,134 | 19,153 | 17,108 | 15,843 | 13,629 | 11,745 | 11,121 | 10,000 |
Russell 1000 Value Total Return [Member] | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | Russell 1000 Value Total Return | ||||||||||
Account Value | $ 23,586 | 20,546 | 18,974 | 19,249 | 13,816 | $ 14,700 | $ 13,974 | $ 12,757 | $ 11,213 | $ 10,640 | $ 10,000 |
S&P 500 TR [Member] | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | S&P 500 TR | ||||||||||
Account Value | $ 18,873 | 15,451 | 13,672 | 14,337 | 10,507 | ||||||
Russell 1000 Value Total Return [Member] | |||||||||||
Account Value [Line Items] | |||||||||||
Line Graph and Table Measure Name | Russell 1000 Value Total Return | ||||||||||
Account Value | $ 15,207 | $ 13,246 | $ 12,233 | $ 12,411 | $ 8,908 |
Shareholder Report, Average Ann
Shareholder Report, Average Annual Return (Details) | 12 Months Ended | 56 Months Ended | 60 Months Ended | 120 Months Ended |
Jul. 31, 2024 | Jul. 31, 2024 | Jul. 31, 2024 | Jul. 31, 2024 | |
Advisor Class | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | Advisor Class | |||
Average Annual Return, Percent | 3.59% | 8.33% | 8.24% | |
Advisor Class | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | Advisor Class | |||
Average Annual Return, Percent | 4.20% | 6.69% | ||
S&P 500 TR [Member] | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | S&P 500 TR | |||
Average Annual Return, Percent | 22.15% | 15% | 13.15% | |
Russell 1000 Value Total Return [Member] | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | Russell 1000 Value Total Return | |||
Average Annual Return, Percent | 14.80% | 9.92% | 8.96% | |
S&P 500 TR [Member] | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | S&P 500 TR | |||
Average Annual Return, Percent | 22.15% | 14.55% | ||
Russell 1000 Value Total Return [Member] | ||||
Average Annual Return [Line Items] | ||||
Line Graph and Table Measure Name | Russell 1000 Value Total Return | |||
Average Annual Return, Percent | 14.80% | 9.38% |
Shareholder Report, Holdings (D
Shareholder Report, Holdings (Details) - Advisor Class | Jul. 31, 2024 |
Lowe's Companies [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5.10% |
Cencora [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5.10% |
UnitedHealth Group [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5% |
Microchip Technology [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.60% |
Ross Stores [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.50% |
Amgen [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.20% |
Sysco [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.20% |
Thermo Fisher Scientific [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.20% |
W.W. Grainger [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 3.80% |
Marsh & McLennan Companies [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 3.70% |
Health Care [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 27.30% |
Consumer Staples [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 21.60% |
Consumer Discretionary [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 15.30% |
Financials [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 12.60% |
Industrials [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 6.30% |
Information Technology [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 4.60% |
Communication Services [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 3.40% |
Energy [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 3.10% |
Materials [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 2.30% |
Cash & Other [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 3.50% |
Ross Stores [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5.20% |
Lowe's Companies [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5% |
UnitedHealth Group [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 5% |
Microchip Technology [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.70% |
W.W. Grainger [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.50% |
Amgen [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.50% |
Sysco [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.50% |
Cencora [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.40% |
Thermo Fisher Scientific [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4.20% |
Marsh & McLennan Companies [Member] | |
Holdings [Line Items] | |
Percent of Total Investments | 4% |
Health Care [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 28.90% |
Consumer Staples [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 23.80% |
Consumer Discretionary [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 16.40% |
Financials [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 14.40% |
Information Technology [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 4.70% |
Industrials [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 4.50% |
Communication Services [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 3.30% |
Cash & Other [Member] | |
Holdings [Line Items] | |
Percent of Net Asset Value | 4% |