DCGTX Mutual Fund

DCGTX Mutual Fund

NAV$19.93
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Fund Essentials

Net Assets
$45M
Expense Ratio
0.88%
Dividend Yield (Current)
-
Holdings
29
Inception Date
Dec 1, 2003
Fund Family
Jackson Square Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.85%
1 Year+9.74%
3 Year+7.79%
5 Year+1.13%
10 Year+8.67%

Asset Allocation

Stocks: 97.72%
Other: 2.28%
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Dividend Summary

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Frequency
Annually
Latest Distribution
$6.09
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DCGTX Mutual Fund Overview

DCGTX Mutual Fund (Jackson Square SMID-Cap Growth Fund IS Class) is managed by Jackson Square Partners with $44.9M in net assets. DCGTX expense ratio is 0.88%, holding 29 positions across various sectors. Inception date: 2003-12-01.

DCGTX performance shows a YTD return of 6.85%. The 1-year return is 9.74% and the 5-year return is 1.13%.

DCGTX top holdings include a diversified portfolio. Go to all DCGTX holdings, DCGTX sectors, or DCGTX dividends.

DCGTX can be compared against other funds. Use DCGTX overlap to find shared positions, or DCGTX vs another fund for a side-by-side view. DCGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.