JAG Large Cap Growth A (JLGAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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JAG Large Cap Growth A
Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
Mutual Fund Series Trust
866-447-4228
Management information
Norman B. Conley,Lead manager since 21 December 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).
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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 familyJAG Capital Management
Net assets45.68M
YTD return13.98%
Yield0.00%
Morningstar rating★★★
Inception date21 Dec 2011
Fund operations
Last dividendN/A
Last cap gain26.00
Holdings turnover73.00%
Average for categoryN/A
Fees and expenses
ExpenseJLGAXCategory average
Annual report expense ratio (net)1.51%0.99%
Prospectus net expense ratio1.51%N/A
Prospectus gross expense ratio1.73%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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