JLGIX Mutual Fund

JLGIX Mutual Fund

NAV$20.60
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Fund Essentials - as of Jun 30, 2026

Net Assets
$17M
Expense Ratio
1.25%
Dividend Yield (Current)
26.21%
Holdings
32
Inception Date
Dec 22, 2011
Fund Family
JAG Capital Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.83%
1 Year+19.39%
3 Year+22.37%
5 Year+10.73%
10 Year+15.95%

Asset Allocation

Stocks: 95.53%
Bonds: 1.70%
Cash: 2.77%
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Top Holdings

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TickerNameWeight
AAPLApple, Inc8.17%
GOOGLAlphabet Inc,class A8.05%
AMZNAmazon.Com Inc5.37%
NVDANvidia Corp4.09%
AVGOBroadcom Inc4.01%
Top 10 Concentration: 47.12%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
26.21%
Frequency
Annually
Latest Distribution
$4.02
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Peer Comparison

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

JLGIX Mutual Fund Overview

JLGIX Mutual Fund (JAG Large Cap Growth Fund Class I) is managed by JAG Capital Management with $16.5M in net assets. JLGIX expense ratio is 1.25%, holding 32 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2011-12-22.

JLGIX performance shows a YTD return of 9.83%. The 1-year return is 19.39% and the 5-year return is 10.73%. JLGIX dividend yield stands at 26.21%, paid annually.

JLGIX top holdings include Apple, Inc (8.2%), Alphabet Inc,class A (8.1%), Amazon.Com Inc (5.4%), Nvidia Corp (4.1%), Broadcom Inc (4.0%). Go to all JLGIX holdings, JLGIX sectors, or JLGIX dividends.

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