DPLGX Mutual Fund

DPLGX Mutual Fund

NAV$14.05
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Fund Essentials

Net Assets
$7M
Expense Ratio
0.64%
Dividend Yield (Current)
-
Holdings
31
Inception Date
May 2, 2016
Fund Family
Jackson Square Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+25.53%
1 Year+30.03%
3 Year+32.41%
5 Year+23.22%

Asset Allocation

Stocks: 98.27%
Other: 1.73%
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Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$7.69
-

Peer Comparison

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

DPLGX Mutual Fund Overview

DPLGX Mutual Fund (Jackson Square Large-Cap Growth Fund IS Class) is managed by Jackson Square Partners with $6.6M in net assets. DPLGX expense ratio is 0.64%, holding 31 positions across various sectors. Inception date: 2016-05-02.

DPLGX performance shows a YTD return of 25.53%. The 1-year return is 30.03% and the 5-year return is 23.22%.

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

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