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JAG Capital Management

JAG Capital Management Parent Rating

Below Average

JAG Capital Management fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

JAG Capital Management open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the second most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. In terms of risk-adjusted performance, the JAG Capital Management open-end and exchange-traded funds fall short of competitors, with an average five-year Morningstar Rating of 2.0 stars. Experienced longest-tenured management is a core advantage that JAG Capital Management has over others. Average tenure across management is 12 years, building confidence that the group has been put through its paces.

JAG Capital Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

45.68 Mil

Investment Flows (TTM)

−14.91 Mil

Asset Growth Rate (TTM)

−33.56%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
3
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
JAG Large Cap Growth A75
JAG Large Cap Growth I73
JAG Large Cap Growth R

Quick Definitions: Key Morningstar Terms

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