About DPLGX
Jackson Square Large-Cap Growth IS Fund is an actively managed mutual fund focused on long-term capital appreciation by investing primarily in large-capitalization, growth-oriented U.S. companies. Managed by Jackson Square Partners since 2016, the fund targets firms with market capitalizations exceeding $3 billion, emphasizing those with robust business models, strong cash flows, and the ability to generate enduring intrinsic value. The fund maintains a concentrated portfolio, typically holding 25 to 50 high-conviction positions, allowing for focused exposure to the team's best investment ideas and thorough risk oversight. Its portfolio is heavily weighted toward sectors like technology, consumer cyclical, and financial services, with top holdings including Microsoft, Amazon, NVIDIA, and Mastercard. Designed for institutional and retirement investors, the fund features a competitive expense ratio and aims to provide disciplined, long-term growth by maintaining positions for three to five years or longer. Through its selective and intrinsic value-driven approach, the Jackson Square Large-Cap Growth IS Fund plays a significant role in the large-cap U.S. equity growth segment of the financial market.
Fund Family Jackson Square
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol DPLGX
Share Class Is Class
Index Russell 1000 Growth TR
DPLGX had a total return of 20.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.79%.
