JGRRX Mutual Fund

JGRRX Mutual Fund (JAG Large Cap Growth Fund Class R) is managed by JAG Capital Management with $23.9M in net assets. JGRRX expense ratio is 0.90%, holding 32 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2020-02-03.

JGRRX performance shows a YTD return of 10.06%. The 1-year return is 19.84% and the 5-year return is 11.11%. JGRRX dividend yield stands at 25.66%, paid annually.

JGRRX top holdings include Apple, Inc (8.6%), Alphabet Inc Common Stock USD 0.001 (7.8%), Meta Platforms, Inc. (5.3%), Nvidia Corp. (5.3%), Tesla Inc (4.9%). Go to all JGRRX holdings, JGRRX sectors, or JGRRX dividends.

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