The fund invests primarily in common stocks of U.S. companies that the funds advisor believes have strong earnings and revenue growth potential. Jag Large is traded on NASDAQ Exchange in the United States. Downside deviation of 1.32% indicates contained downside behavior. With a beta of 1.22, Jag Large tends to amplify broader market movements, but positive alpha indicates some excess return relative to Dow Jones; It is managed by JAG Capital Management.
Jag Large Cap (JLGAX) currently is priced at $18.16 as of May 6, 2026, representing 0.44% down on the day after opening at $18.24. Jag Large currently exhibits 19% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, Jag Large has demonstrated strong risk-adjusted performance, in line with its moderate performance profile. The performance scores are calculated from February 5, 2026 through May 6, 2026. Learn more.
Jag Large Cap [JLGAX] is traded in USA. The fund is listed under the Large Growth category and is part of the JAG Capital Management family. This fund currently has accumulated $35.59 million in assets under management (AUM) with no minimum investment requirements. Jag Large Cap is currently producing a year-to-date (YTD) return of 7.52%, while the total return for the last 3 years is 28.11%. Jag Large is an operator in the large growth segment where revenue is driven by core operating activity and end-market demand. Jag Large financial stability analysis
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A
Monitoring Jag Large's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Jag Large Cap within Large Growth rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 28.2%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
The fund overview for Jag Large summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 99.0% equities and 1.0% cash. It is classified under Large Growth within the JAG Capital Management family.
Methodology
Unless otherwise specified, data for Jag Large Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Jag Large Cap market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We reference public fund disclosures, holdings reports, and market data feeds and regulatory disclosures, including those published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data may be normalized and delayed in some cases. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Jag Large Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board