JSPJX Mutual Fund

JSPJX Mutual Fund

NAV$6.94
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Fund Essentials

Net Assets
$83M
Expense Ratio
0.99%
Dividend Yield (Current)
-
Holdings
31
Inception Date
Sep 16, 2016
Fund Family
Jackson Square Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+25.21%
1 Year+29.65%
3 Year+32.01%
5 Year+15.21%

Asset Allocation

Stocks: 98.27%
Other: 1.73%

Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$7.69
-

Peer Comparison

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

JSPJX Mutual Fund (Jackson Square Large-Cap Growth Fund Investor Class) is managed by Jackson Square Partners with $82.9M in net assets. JSPJX expense ratio is 0.99%, holding 31 positions across various sectors. Inception date: 2016-09-16.

JSPJX performance shows a YTD return of 25.21%. The 1-year return is 29.65% and the 5-year return is 15.21%.

JSPJX top holdings include a diversified portfolio. View all JSPJX holdings, sector breakdown, or dividend history.

JSPJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSPJX alternatives are available via the screener, along with tax-loss harvesting opportunities.