Jackson Square Large Cap Fund Quote
| JSPIX Fund | USD 27.74 0.08 0.29% |
PerformanceVery Strong
| Odds Of DistressLow
|
Jackson Square is trading at 27.74 as of the 20th of July 2025; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 27.82. Jackson Square has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. 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, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Jackson Square Large Cap [JSPIX] is traded in USA and was established 20th of July 2025. 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 210.55 M in assets under management (AUM) with no minimum investment requirementsJackson Square Large is currently producing year-to-date (YTD) return of 4.79%, while the total return for the last 3 years was 22.07%.
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
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| EW | Edwards Lifesciences Corp | Stock | Health Care | |
| CCI | Crown Castle | Stock | Real Estate | |
| UBER | Uber Technologies | Stock | Industrials | |
| ADSK | Autodesk | Stock | Information Technology | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information |
Jackson Square Large Risk Profiles
| Mean Deviation | 0.7381 | |||
| Semi Deviation | 0.6481 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.07 |
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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