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%
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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

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. Go to all JSPJX holdings, JSPJX sectors, or JSPJX dividends.

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