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
Ian D. Ferry,Lead Manager since January 6, 2019
Ian D. Ferry, MBA Portfolio Manager, Research Analyst Ian D. Ferry 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 November 2011 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 an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryMid-Cap Growth
Fund FamilyJackson Square
Net Assets763.28M
YTD Return22.10%
Morningstar Rating★★★★★
Inception DateNov 30, 2003

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover47.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDCGTXCategory Average
Annual Report Expense Ratio (net)0.87%1.19%
Prospectus Net Expense Ratio0.87%N/A
Prospectus Gross Expense Ratio0.89%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.43%
Max Deferred Sales LoadN/A1.42%
3 Yr Expense Projection282N/A
5 Yr Expense Projection491N/A
10 Yr Expense Projection1,094N/A