DCGTX - Jackson Square SMID-Cap Growth IS

Nasdaq - Nasdaq Delayed Price. Currency in USD

Jackson Square SMID-Cap Growth IS

Managed Portfolio Series

615 East Michigan Street

Milwaukee, WI 53202

Management Information
Christopher J. Bonavico,Lead Manager since November 30, 2003
Christopher J. Bonavico, CFA Portfolio Manager, Research Analyst Christopher J. Bonavico became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 1993, he was a research analyst for Salomon Brothers. Bonavico received his bachelor’s degree in economics from the University of Delaware.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyJackson Square
Net Assets593.34M
YTD Return13.80%
Morningstar Rating★★★★★
Inception DateNov 30, 2003

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDCGTXCategory Average
Annual Report Expense Ratio (net)0.87%1.20%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio0.94%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.42%
3 Yr Expense Projection294N/A
5 Yr Expense Projection514N/A
10 Yr Expense Projection1,149N/A