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.

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

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Fact Sheet

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JAG Capital Management Quarterly Commentary

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JAG LCG Mutual Fund Holdings 06.30.21

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JAG Mutual Fund Holdings 12.31.20

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JAG Prospectus

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Account Applications

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Annual Report

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Semi-Annual Report

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SAI

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JAG SAI Update Sticker-04.22.22

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JAG SAI Update Sticker-04.01.22

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JAG JAG SAI Update Sticker-03.15.22

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Disclosures

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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 March 31, 2022

SHARE CLASS	Q1 2022	1 Year	3 Years	5 Years	10 Years
Class A (without sales charge)	-14.8%	-0.9%	13.3%	15.1%	13.1%
Class I (without sales charge)	-14.7%	-0.6%	13.6%	15.4%	13.4%
Class R (without sales charge)	-14.6%	-0.3%	N/A	N/A	14.7%*
Class A (with sales charge)	-19.7%	-6.6%	11.1%	13.8%	12.4%
Russell 1000 Growth	-9.0%	15.0%	23.6%	20.9%	17.0%
S&P 500 Total Return	-4.6%	15.7%	18.9%	16.0%	14.6%

Performance Data represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted above. For performance information current to the most recent month-end, please call 855.552.4596. The Fund’s maximum sales charge for Class “A” shares is 5.75%. *Class “R” inception was 2/3/20.

Top 10 Holdings

Data as of March 31, 2022

Security	% of Portfolio
Alphabet Class A	5.3%
Apple	5.0%
Microsoft	4.9%
Quanta Services	4.8%
Thermo Fisher	3.8%
Costco	3.7%
ASML Holding NV	3.6%
McKesson Corp	3.6%
KKR & Co Class A	3.3%
Intuitive Surgical	3.3%

Portfolio holdings are subject to change.

Characteristics

Fund Characteristics as of March 31, 2022

	JAG Large Cap Fund	Russell 1000 Growth
Securities	34	499
P/E Ratio (forward) (median)	26.4	24.6
Forward EPS Growth (%) (median)	22.9%	31.6%
Forward EPS Revisions (%) (median)	15.2%	11.6%
Market Cap (billion$)	523.7	989.0
Sharpe Ratio (3yr)	*0.7	1.1
Active Share	72.1	0

See disclosure for further explanation and benefits.

*Source: Morningstar

Minimum Investment

Initial investment:
Class A Shares – $2,500
Class I Shares – $250,000
Class R Shares – $250

Maximum Sales Charge

For Class A Shares: 5.75%
For Class I Shares: None

Maximum Deferred Sales Charge

None except Class A share purchases > $1 million at NAV (see page 43 in Statement of Additional Information)

Distribution Frequency

Dividends and taxable capital gains are automatically reinvested in the fund unless you request cash distributions on your application or through a written request to the fund.

Inception Date

Class A and Class I: December 22, 2011

Class R: February 3, 2020

See Fact Sheet for additional definitions and disclosures.

JAG Capital Funds

About the Fund

Strategy Overview

Fact Sheet

JAG Capital Management Quarterly Commentary

JAG LCG Mutual Fund Holdings 06.30.21

JAG Mutual Fund Holdings 12.31.20

JAG Prospectus

Account Applications

Annual Report

Semi-Annual Report

SAI

JAG SAI Update Sticker-04.22.22

JAG SAI Update Sticker-04.01.22

JAG JAG SAI Update Sticker-03.15.22

Disclosures

Summary Prospectus

Symbols

Returns

Top 10 Holdings

Characteristics

Minimum Investment

Maximum Sales Charge

Maximum Deferred Sales Charge

Distribution Frequency

Inception Date

Your JAG Capital Fund Team

Norm Conley

Mike Buck, CFA®

Nico Falkinhoff

Mike Kimbarovsky

George Margvelashvili, CFA®

Roberta Maue

Tucker O'Neil

John Krueger

David Patritti

Sandy Shotwell

James Sindelar