Jackson Square Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return5.37-2.8723.460.5019.29
    Category Average3.043.9126.11-5.6916.01
    Assets for Each Yr*0.450.450.570.651.03
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.29 14.45 10.81

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,032 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 98.95 0.87 Below Avg
    International Stock -- 1.05 1.05 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-25-19

      Sector YTD Return % % Net Assets  
    Abiomed Inc* Healthcare -20.91 1.06
    FedEx Corp* Industrials -2.51 0.35
    Boeing Co* Industrials 15.79 0.05
    Evolent Health Inc A* Technology -61.20 0.00

    Best 5-Year Relative Performance | More
    06-25-19

    Worst 5-Year Relative Performance | More
    06-25-19

    Lowest Expenses | More
    06-25-19

    Highest Expenses | More
    06-25-19

    Longest Manager Tenure | More
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    Jackson Square Selec Christopher J. Bonav 15.50
    Jackson Square Large Christopher J. Bonav 11.00
    Jackson Square SMID- Christopher J. Bonav 10.50
    Jackson Square All C Christopher J. Bonav 2.10
    Jackson Square Globa Christopher J. Bonav 2.00

    Shortest Manager Tenure | More
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    Jackson Square Globa Christopher J. Bonav 2.00
    Jackson Square All C Christopher J. Bonav 2.10
    Jackson Square SMID- Christopher J. Bonav 10.50
    Jackson Square Large Christopher J. Bonav 11.00
    Jackson Square Selec Christopher J. Bonav 15.50