Nasdaq - Delayed Quote USD
Jackson Square Large-Cap Growth Instl (JSPIX)
25.90
+0.17
+(0.66%)
At close: 4:53:42 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSPIX | Category Average | JSPIX | Category Average | JSPIX | Category Average | |
| Alpha | 2.91 | 0.03 | -4.15 | 0.04 | -1.87 | 0.01 |
| BETA | 1.03 | 0.01 | 1.1 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 1.33 | 0.02 | 1.09 | 0.02 | 0.95 | 0.01 |
| R-squared | 84.49 | 0.89 | 78.69 | 0.87 | 80.22 | 0.87 |
| Standard Deviation | 18.37 | 0.2 | 20.17 | 0.16 | 17.83 | 0.15 |
| Sharpe Ratio | 0.62 | 0.01 | 0.51 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 10.32 | 0.21 | 7.95 | 0.21 | 7.95 | 0.15 |
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