Nasdaq - Delayed Quote USD

JAG Large Cap Growth A (JLGAX)

20.04 +0.07 (+0.35%)
At close: 8:00:46 PM EST

Fund Summary

The fund invests primarily in common stocks of U.S. companies that the advisor believes have strong earnings and revenue growth potential. It invests at least 80% of its net assets plus any borrowings for investment purposes in large cap stocks defined as stocks of companies with market capitalizations of at least $8 billion.

JAG Large Cap Growth A

Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
866-447-4228

Fund Overview

Category Large Growth
Fund Family JAG Capital Management
Net Assets 55.97M
YTD Return 40.12%
Yield 0.00%
Morningstar Rating
Inception Date Dec 22, 2011

Fund Operations

Last Dividend --
Last Cap Gain 26.00
Holdings Turnover 73.00%
Average for Category --

Fees & Expenses

Expense JLGAX Category Average
Annual Report Expense Ratio (net) 1.51% 0.99%
Prospectus Net Expense Ratio 1.51% --
Prospectus Gross Expense Ratio 1.73% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Norman B. Conley, Lead Manager since December 22, 2011
Norm Conley is the Chief Executive Officer and Chief Investment Officer of JAG Capital Management (JAG). He entered the investment industry in 1994 and joined JAG in 1999. Norm oversees JAG’s managed equity and fixed-income strategies, he is the controlling shareholder of the firm, and he serves on JAG’s Senior Management Committee. Prior to joining JAG, Norm spent three years as a naval officer and five years with a global investment firm. Norm earned his BA from the University of Notre Dame while on a Naval ROTC scholarship. He earned an MBA in Finance from the Olin School of Business at Washington University in St. Louis. Norm has served on the Board and Executive Committee of both Good Shepherd Children & Family Services and Chaminade College Preparatory School. Norm is a longtime member and past Chairman of the St. Louis Chapter of the Young Presidents’ Organization (YPO).

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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