Jackson Square Global Growth IS (JSPUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Jackson Square Global Growth IS
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management information
Patrick G. Fortier,Lead manager since 18 September 2016
Patrick G. Fortier, CFA
Portfolio Manager, Research Analyst
Patrick G. Fortier became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a portfolio manager at Transamerica Investment Management. Before joining Transamerica in 2000, he worked for OLDE Equity Research as an equity analyst. Fortier received his bachelor’s degree in finance from the University of Kentucky.
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
CategoryWorld Large-Stock Growth
Fund familyJackson Square
Net assets6.11M
YTD return-36.97%
Yield0.00%
Morningstar rating★
Inception date18 Sept 2016
Fund operations
Last dividend0.01
Last cap gain48.00
Holdings turnover31.00%
Average for categoryN/A
Fees and expenses
ExpenseJSPUXCategory average
Annual report expense ratio (net)0.98%1.12%
Prospectus net expense ratio0.98%N/A
Prospectus gross expense ratio1.77%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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