JAG Large Cap Growth Fund
JLGAX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- JAG Large Cap Growth Fund (JLGAX) is a mutual fund that invests primarily in large-capitalization growth stocks to achieve long-term capital appreciation. The fund employs a growth-oriented investment strategy, focusing on companies with strong earnings potential, innovative business models, and competitive advantages across various sectors including technology, consumer discretionary, healthcare, and communications services; it offers investors exposure through a diversified portfolio of equities selected for their growth characteristics, with holdings typically including leading firms like those in the S&P 500 Growth Index. Managed actively by a team of experienced portfolio managers, the fund provides daily liquidity, professional management, and performance benchmarking against large-cap growth indices. Established in 2013 and domiciled in the United States with administrative operations overseen from locations such as Kansas City, Missouri, the fund operates within the broader asset management industry, targeting individual investors, financial advisors, retirement plans, and institutional clients seeking growth-oriented equity exposure. It emphasizes rigorous fundamental analysis, quantitative screening, and risk management to construct its portfolio, maintaining a focus on U.S.-listed large-cap companies while occasionally incorporating select international names for diversification. In recent developments, the fund has benefited from strategic enhancements in its investment process, including the integration of advanced ESG (environmental, social, and governance) screening criteria introduced in late 2024 to align with evolving investor preferences for sustainable growth. Additionally, the management team announced a key portfolio manager transition in early 2025, bringing in expertise from a top-tier quantitative research firm to bolster AI-driven stock selection models; no major mergers, acquisitions, or structural changes have been reported in the past two years, allowing the fund to maintain its consistent large-cap growth mandate amid market volatility.