Nasdaq - Delayed Quote USD

Jackson Square Large-Cap Growth Fund (DPLGX)

26.38
+0.17
+(0.65%)
At close: 8:00:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.97%
5y Average Return 12.52%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 12, 2025) 51.87%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 51.87%
Worst 3Y Total Return -1.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DPLGX
Category
YTD
-1.29%
12.38%
1-Month
2.47%
5.09%
3-Month
-4.20%
10.28%
1-Year
12.16%
41.70%
3-Year
15.40%
22.56%
5-Year
11.74%
21.98%
10-Year
10.34%
15.99%
Last Bull Market
15.84%
25.99%
Last Bear Market
-23.39%
-17.29%

Annual Total Return (%) History

Year
DPLGX
Category
2025
--
--
2024
22.30%
--
2023
51.87%
--
2022
-38.77%
--
2021
7.79%
--
2020
44.79%
35.86%
2019
27.46%
31.90%
2018
-3.06%
-2.09%

2017
28.41%
27.67%
2016
--
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.68% -- -- --
2024 14.30% 2.37% 1.86% 2.62%
2023 14.97% 12.38% 1.59% 15.71%
2022 -13.75% -23.39% -10.13% 3.10%
2021 -2.65% 10.92% -0.56% 0.39%
2020 -12.27% 29.89% 9.58% 15.95%
2019 11.87% 7.79% 0.05% 5.65%
2018 1.43% 3.92% 7.02% -14.07%
2017 7.47% 6.52% 8.74% 3.15%
2016 7.31% -4.23% -- --

Rank in Category (By Total Return)

YTD 5
1-Month 21
3-Month 3
1-Year 48
3-Year 25
5-Year 84

Load Adjusted Returns

1-Year 12.16%
3-Year 15.40%
5-Year 11.74%
10-Year 10.34%

Performance & Risk

YTD Return 4.97%
5y Average Return 12.52%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Jackson Square
Net Assets 180.5M
YTD Return -1.29%
Yield 0.00%
Morningstar Rating
Inception Date Feb 03, 1994

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000® Growth Index. It may invest in real estate investment trusts (“REITs”). The fund is non-diversified.

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