Morningstar

JAG Large Cap Growth Fund Class I JLGIX

Morningstar Medalist Rating
Medalist Rating as of | See JAG Capital Management Investment Hub
  • NAV / 1-Day Return 21.28  /  −0.09 %
  • Total Assets 42.2M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 90%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 10:27 PM GMT+0

Morningstar’s Analysis JLGIX

Will JLGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JLGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JLGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JAG Large Cap Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings JLGIX

More JLGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.8
Top 10 Holdings
% Portfolio Weight
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