Nasdaq - Delayed Quote USD

Jackson Square Large-Cap Growth Instl (JSPIX)

25.90
+0.17
+(0.66%)
At close: 4:53:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.94%
5y Average Return 12.41%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (May 12, 2025) 51.75%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 51.75%
Worst 3Y Total Return -1.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSPIX
Category
YTD
-1.28%
12.38%
1-Month
2.48%
5.09%
3-Month
-4.19%
10.28%
1-Year
12.10%
41.70%
3-Year
15.34%
22.56%
5-Year
11.63%
21.98%
10-Year
10.23%
15.99%
Last Bull Market
15.75%
25.99%
Last Bear Market
-23.40%
-17.29%

Annual Total Return (%) History

Year
JSPIX
Category
2025
--
--
2024
22.19%
--
2023
51.75%
--
2022
-38.80%
--
2021
7.64%
--
2020
44.48%
35.86%
2019
27.18%
31.90%
2018
-3.26%
-2.09%

2017
28.23%
27.67%
2016
-5.18%
3.23%
2015
5.17%
3.60%
2014
12.69%
10.00%
2013
34.19%
33.92%
2012
15.99%
15.34%
2011
8.00%
-2.46%
2010
14.27%
15.53%
2009
44.30%
35.68%
2008
-43.51%
-40.67%
2007
13.19%
13.35%
2006
2.60%
7.05%
2005
13.93%
6.71%
2004
3.41%
7.81%
2003
23.60%
28.66%
2002
-28.81%
-27.64%
2001
-24.09%
-22.30%
2000
-7.35%
-13.05%
1999
40.77%
38.87%
1998
29.89%
34.55%
1997
31.35%
26.36%
1996
19.95%
19.76%
1995
24.28%
32.65%
1994
--
-2.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.66% -- -- --
2024 14.30% 2.32% 1.85% 2.58%
2023 14.91% 12.39% 1.56% 15.69%
2022 -13.78% -23.40% -10.09% 3.07%
2021 -2.73% 10.92% -0.60% 0.37%
2020 -12.31% 29.82% 9.52% 15.89%
2019 11.80% 7.73% -0.00% 5.59%
2018 1.38% 3.87% 6.96% -14.12%
2017 7.48% 6.47% 8.70% 3.08%
2016 -6.40% -1.34% 7.27% -4.29%

2015 2.78% 1.43% -7.24% 8.75%
2014 -0.04% 5.17% 0.57% 6.58%
2013 10.05% 0.05% 9.81% 10.98%
2012 15.94% -5.21% 6.29% -0.70%
2011 5.98% 1.71% -10.34% 11.75%
2010 2.45% -11.44% 14.86% 9.65%
2009 -0.11% 15.60% 12.82% 10.77%
2008 -11.03% -3.85% -15.00% -22.31%
2007 0.49% 4.21% 8.08% 0.00%
2006 3.91% -6.06% -0.89% 6.06%
2005 -4.04% 4.38% 9.71% 3.68%
2004 0.68% -3.47% -3.95% 10.78%
2003 -1.58% 11.35% 1.73% 10.87%
2002 0.60% -18.87% -17.19% 5.33%
2001 -20.96% 5.76% -19.69% 13.06%
2000 15.11% -8.69% 8.03% -18.41%
1999 4.19% 4.64% -1.17% 30.66%
1998 15.50% 3.91% -14.07% 25.94%
1997 -0.38% 18.36% 13.06% -1.47%
1996 5.22% 6.53% 1.92% 5.00%
1995 5.56% 11.01% 10.71% -4.20%
1994 -3.74% 7.01% -2.02% --

Rank in Category (By Total Return)

YTD 5
1-Month 21
3-Month 3
1-Year 49
3-Year 26
5-Year 85

Load Adjusted Returns

1-Year 12.10%
3-Year 15.34%
5-Year 11.63%
10-Year 10.23%

Performance & Risk

YTD Return 4.94%
5y Average Return 12.41%
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 -1.28%
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.

Related Tickers

RYSIX Rydex Electronics Inv
406.58
+3.17%
 
RYELX Rydex Electronics A
368.14
+3.16%
 
RYSAX Rydex Electronics H
356.48
+3.16%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
527.06
+3.12%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
527.23
+3.12%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
369.76
+3.12%
 
CGTDX Columbia Global Technology Growth S
92.06
+0.78%
 
BGSIX BlackRock Technology Opportunities Fund
72.50
+2.03%
 
BTEKX BlackRock Technology Opportunities K
72.76
+2.02%
 
BGSAX BlackRock Technology Opportunities Fund
65.27
+2.02%
 
BSTSX BlackRock Technology Opportunities Svc
66.98
+2.01%
 
BGSRX BlackRock Technology Opportunities Fund
65.06
+2.01%
 
MIGIX Morgan Stanley Inst Global Insgt I
18.81
+2.01%
 
MIGPX Morgan Stanley Inst Global Insgt A
17.82
+1.95%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
35.86
+1.84%
 
SGTTX Columbia Seligman Global Tech Inst2
73.98
+0.56%
 
BPTRX Baron Partners Retail
198.27
+1.64%
 
BPTIX Baron Partners Institutional
207.22
+1.64%
 
TORTX Tortoise Energy Infrastructure TR A
19.13
+1.59%
 
UCNQX Victory Nasdaq 100 Index Fund
50.76
+0.55%
 
WIREX Wireless
18.65
+1.58%
 
ACFOX American Century Focused Dynamic Gr Inv
68.09
+1.57%
 
ACFSX American Century Focused Dynamic Gr I
69.43
+1.57%
 
TORIX Tortoise Energy Infrastructure TR Ins
19.47
+1.56%
 
ACFDX American Century Focused Dynamic Gr A
66.29
+1.56%
 
JNRFX Janus Henderson Research D
85.25
+1.55%
 
JRANX Janus Henderson Research N
85.27
+1.55%
 
JRAIX Janus Henderson Research I
85.09
+1.54%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.37
+1.49%
 
JATNX Janus Henderson Global Technology and Innovation Fund
64.64
+1.46%
 
JATIX Janus Henderson Global Technology and Innovation Fund
65.41
+1.46%
 
JATAX Janus Henderson Global Technology and Innovation Fund
61.31
+1.46%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
34.88
+1.45%
 
JNGTX Janus Henderson Glb Tech and Innovt D
64.42
+1.45%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
39.22
+1.45%
 
JATSX Janus Henderson Global Technology and Innovation Fund
58.85
+1.45%
 
BMCKX BlackRock Advantage Large Cap Gr K
25.25
+1.45%
 
JAGTX Janus Henderson Glb Tech and Innovt T
63.34
+1.44%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
38.90
+1.43%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.41
+1.43%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
41.11
+1.43%
 
STCZX Virtus Silvant Large-Cap Growth Stock Fund
15.65
+1.43%
 
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.89
+1.42%
 
CMVIX BlackRock Advantage Large Cap Gr Instl
25.24
+1.41%
 
STCAX Virtus Silvant Large-Cap Growth Stock Fund
15.37
+1.39%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.23
+1.37%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.39
+1.36%
 
APDYX Artisan Developing World Fund
24.64
+1.27%
 
APHYX Artisan Developing World Fund
24.82
+1.26%
 
FGJMX Fidelity Advisor Communication ServicesI
113.78
+1.26%
 
FBMPX Fidelity Select Communication Services Portfolio
114.04
+1.26%
 
FGDMX Fidelity Advisor Communication ServicesA
112.44
+1.26%
 
FGKMX Fidelity Advisor Communication ServicesZ
114.91
+1.26%
 
FGHMX Fidelity Advisor Communication ServicesC
107.79
+1.26%
 
FGEMX Fidelity Advisor Communication ServicesM
111.07
+1.26%
 
ARTYX Artisan Developing World Investor
24.33
+1.25%
 
FHKIX Fidelity Advisor China Region I
42.52
+1.19%
 
FHKTX Fidelity Advisor China Region M
41.85
+1.18%
 
FCHKX Fidelity Advisor China Region C
40.18
+1.18%
 
FHKCX Fidelity China Region
42.86
+1.18%
 
FHKAX Fidelity Advisor China Region A
42.23
+1.17%
 
FIQFX Fidelity Advisor China Region Z
42.49
+1.17%
 
TAVZX Third Avenue Value Z
62.99
+1.16%
 
TAVFX Third Avenue Value Instl
63.01
+1.16%
 
TVFVX Third Avenue Value Investor
63.51
+1.15%
 
NWADX Nationwide Loomis All Cap Gr Eagle
19.42
+1.15%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
19.46
+1.14%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
110.80
+1.14%
 
NWZMX Nationwide Loomis All Cap Gr R6
19.55
+1.14%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
75.95
+1.13%
 
NWZLX Nationwide Loomis All Cap Gr A
18.78
+1.13%
 
TWUIX American Century Ultra Fund
97.70
+1.12%
 
AULGX American Century Ultra R5
97.79
+1.12%
 
TWCUX American Century Ultra Fund
91.59
+1.12%
 
AULYX American Century Ultra Y
99.07
+1.11%
 
AULNX American Century Ultra G
102.85
+1.11%
 
AULDX American Century Ultra R6
98.92
+1.10%
 
QCERX AQR Large Cap Multi-Style R6
19.36
0.00%
 
QCELX AQR Large Cap Multi-Style I
19.39
0.00%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.67
+1.08%
 
FIKHX Fidelity Advisor Technology Z
133.44
+1.08%
 
FSELX Fidelity Select Semiconductors
31.07
+1.07%
 
LGLFX Lord Abbett Growth Leaders Fund
48.96
+1.07%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.74
+1.07%
 
FADTX Fidelity Advisor Technology A
117.00
+1.07%
 
FATIX Fidelity Advisor Technology Fund
133.43
+1.07%
 
DMAGX Driehaus Global Fund
16.10
+1.07%
 
FATEX Fidelity Advisor Technology Fund
105.24
+1.07%
 
MMMMX Victory Integrity Discovery Member
39.52
-0.80%
 
FTHCX Fidelity Advisor Technology C
82.65
+1.06%
 
LGLIX Lord Abbett Growth Leaders Fund
49.40
+1.06%
 
FSPTX Fidelity Select Technology
35.16
+1.06%
 
BINCX Brandes International Small Cap Equity Fund
21.39
+1.04%
 
BISAX Brandes International Small Cap Equity Fund
22.40
+1.04%
 
BISMX Brandes International Small Cap Equity Fund
22.57
+1.03%
 
LGRRX Loomis Sayles Growth Fund
26.50
+1.03%
 
KNPAX Kinetics Paradigm Adv A
153.30
+1.03%
 
LGRCX Loomis Sayles Growth Fund
21.63
+1.03%
 
KNPCX Kinetics Paradigm Adv C
135.91
+1.03%
 
WWNPX Kinetics Paradigm No Load
161.74
+1.02%