JAG Capital Funds
About the Fund
JAG’s Large Cap Growth Fund is designed for investors seeking long-term capital appreciation. The fund invests primarily in common stocks of US companies with large market capitalizations that JAG believes possess strong earnings and revenue growth potential. The portfolio typically consists of 30-40 securities, and the portfolio performance benchmark is the Russell 1000 Growth Index.
Meet Norm Conley, CEO & CIO | 3:18
Strategy Overview
- Best ideas portfolio with large cap growth style consistency
- Research-driven, contrarian insights lead to a differentiated perspective of risk and reward potential
- High active share portfolio vs. Russell 1000 Growth Index
- A disciplined and repeatable process
- Experienced, entrepreneurial PM team
- Highly-competitive track record
- Strategy offered in SMA, UMA, and Mutual Fund vehicles
JAG Mutual Fund Holdings 12.31.23
JAG LCG Mutual Fund Holdings 06.30.24
JAG Prospectus
Account Applications
Annual Report
Semi-Annual Report
SAI
Supplement to SAI
Disclosures
Summary Prospectus
Symbols
Share Details
Class | Ticker | Cusip |
---|---|---|
A | JLGAX | 62827L377 |
I | JLGIX | 62827L351 |
R | JGRRX | 62827P253 |
Share Ticker, Cusip and Minimum Investment
Returns
Total Returns for periods ending September 30, 2024
Your JAG Capital Fund Team
Norm Conley
CEO & Chief Investment Officer
Mike Buck, CFA®
Quantitative Analyst
George Margvelashvili, CFA®
Equity Research Analyst
Roberta Maue
Senior Vice President, Director of Equity Trading & Portfolio Operations
Tucker O'Neil
Equity Research Analyst
John Krueger, CFA®
Equity Research Analyst
David Patritti
Senior Financial Advisor
Sandy Shotwell-Cain
Vice President, Director of Institutional Client Service