Jackson Square Large-Cap Growth IS (DPLGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Jackson Square Large-Cap Growth IS
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management information
,Lead manager since 29 June 2023
Brian Tolles joined Jackson Square in February 2016. Prior to joining Jackson Square, he was an investment banking analyst at Qatalyst Partners from June 2014 to January 2016, focusing on technology companies. He received a bachelor’s degree from the Wharton School of the University of Pennsylvania.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyJackson Square
Net assets207.41M
YTD return7.63%
Yield0.00%
Morningstar rating★★
Inception date2 Feb 1994
Fund operations
Last dividend0.03
Last cap gain7.00
Holdings turnover37.00%
Average for categoryN/A
Fees and expenses
ExpenseDPLGXCategory average
Annual report expense ratio (net)0.74%0.99%
Prospectus net expense ratio0.74%N/A
Prospectus gross expense ratio0.85%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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