About JLGAX
JAG Large Cap Growth Fund Class A is an actively managed mutual fund specializing in U.S. large-cap growth equities. The fund's primary objective is long-term capital appreciation, achieved by investing at least 80% of its assets in the common stocks of companies with market capitalizations of at least $8 billion. Emphasizing a focused portfolio approach, it typically holds between 30 and 40 positions, targeting businesses that exhibit strong earnings and revenue growth potential. The investment strategy is research-driven, aiming to uncover innovative and sustainable growth companies, and the portfolio is constructed with a high active share relative to the Russell 1000 Growth Index, its performance benchmark. Sector concentrations often include technology, consumer cyclical, healthcare, and communication services, reflecting the fund's focus on industry leaders and market innovators. JAG Large Cap Growth Fund Class A serves investors seeking exposure to some of the most prominent growth-oriented businesses in the U.S., utilizing a disciplined, bottom-up stock selection process to differentiate itself within the large-cap growth category.
Fund Family JAG Capital Management
Category Large Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JLGAX
Share Class Class A
Index Russell 1000 Growth TR
JLGAX had a total return of 22.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.33%.
