Jackson Square Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return5.37-2.8723.460.5018.86
    Category Average3.043.9126.11-5.6923.32
    Assets for Each Yr*0.450.450.570.651.11
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 18.86 13.34 9.87

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,113 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 98.96 0.87 Below Avg
    International Stock -- 1.04 1.05 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Jackson Square Selec Christopher J. Bonav 15.70
    Jackson Square Large Christopher J. Bonav 11.20
    Jackson Square SMID- Christopher J. Bonav 10.80
    Jackson Square All C Christopher J. Bonav 2.30
    Jackson Square Globa Christopher J. Bonav 2.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Jackson Square Globa Christopher J. Bonav 2.20
    Jackson Square All C Christopher J. Bonav 2.30
    Jackson Square SMID- Christopher J. Bonav 10.80
    Jackson Square Large Christopher J. Bonav 11.20
    Jackson Square Selec Christopher J. Bonav 15.70