Jackson Square Large Cap Fund Quote
| DPLGX Fund | USD 25.96 0.05 0.19% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Jackson Square is trading at 25.96 as of the 3rd of December 2024; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 25.91. Jackson Square has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jackson Square Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000 Growth Index. More on Jackson Square Large Cap
Moving together with Jackson Mutual Fund
Jackson Mutual Fund Highlights
| Fund Concentration | Jackson Square Funds, Large Growth Funds, Large Growth, Jackson Square (View all Sectors) |
| Update Date | 30th of September 2024 |
Jackson Square Large Cap [DPLGX] is traded in USA and was established 3rd of December 2024. Jackson Square is listed under Jackson Square category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Jackson Square family. This fund currently has accumulated 147.15 M in assets under management (AUM) with no minimum investment requirementsJackson Square Large is currently producing year-to-date (YTD) return of 4.71%, while the total return for the last 3 years was 22.05%.
Check Jackson Square Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jackson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jackson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jackson Square Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jackson Square Large Cap Mutual Fund Constituents
| BIIB | Biogen Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| EA | Electronic Arts | Stock | Communication Services | |
| HAS | Hasbro Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| KKR | KKR Co LP | Stock | Financials |
Jackson Square Large Risk Profiles
| Mean Deviation | 0.6222 | |||
| Semi Deviation | 0.8209 | |||
| Standard Deviation | 0.8862 | |||
| Variance | 0.7854 |
Jackson Square Against Markets
Other Information on Investing in Jackson Mutual Fund
Jackson Square financial ratios help investors to determine whether Jackson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jackson with respect to the benefits of owning Jackson Square security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |