JSPIX Mutual Fund

JSPIX Mutual Fund

NAV$13.47
See how much of JSPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$72M
Expense Ratio
0.74%
Dividend Yield (Current)
-
Holdings
31
Inception Date
Feb 3, 1994
Fund Family
Jackson Square Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+25.47%
1 Year+29.94%
3 Year+32.32%
5 Year+15.10%
10 Year+7.40%

Asset Allocation

Stocks: 98.27%
Other: 1.73%
See how much of JSPIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

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

JSPIX Mutual Fund Overview

JSPIX Mutual Fund (Jackson Square Large-Cap Growth Fund Institutional Class) is managed by Jackson Square Partners with $72.5M in net assets. JSPIX expense ratio is 0.74%, holding 31 positions across various sectors. Inception date: 1994-02-03.

JSPIX performance shows a YTD return of 25.47%. The 1-year return is 29.94% and the 5-year return is 15.10%.

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

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