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Jackson Square Large-Cap Growth Instl (JSPIX)

25.73
+0.23
+(0.90%)
As of 8:06:25 AM EDT. Market Open.
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  • Previous Close 25.50
  • YTD Return -1.28%
  • Expense Ratio 0.74%
  • Category Large Growth
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 180.5M
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.03
  • Inception Date Feb 3, 1994

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.

Jackson Square

Fund Family

Large Growth

Fund Category

180.5M

Net Assets

1994-02-03

Inception Date

Performance Overview: JSPIX

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Trailing returns as of 5/12/2025. Category is Large Growth.

YTD Return

JSPIX
1.28%
Category
12.38%
 

1-Year Return

JSPIX
12.10%
Category
41.70%
 

3-Year Return

JSPIX
15.34%
Category
22.56%
 

5-Year Return

JSPIX
11.63%
Category
21.98%
 

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Holdings: JSPIX

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Sector Weightings

SectorJSPIX
Technology   34.39%
Industrials   14.61%
Healthcare   7.70%
Real Estate   3.08%
Utilities   0.00%
Energy   0.00%

Recent News: JSPIX

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Research Reports: JSPIX

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