JGRRX Mutual Fund
JGRRX Mutual Fund
JAG Large Cap Growth Fund Class R
JGRRX Mutual Fund Overview
JGRRX Mutual Fund (JAG Large Cap Growth Fund Class R) is managed by JAG Capital Management with $22.7M in net assets. JGRRX expense ratio is 0.90%, holding 32 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2020-02-03.
JGRRX performance shows a YTD return of 10.06%. The 1-year return is 24.02% and the 5-year return is 21.80%. JGRRX dividend yield stands at 24.46%, paid annually.
JGRRX top holdings include Apple, Inc (8.6%), Alphabet Inc Common Stock USD 0.001 (7.8%), Meta Platforms, Inc. (5.3%), Nvidia Corp. (5.3%), Tesla Inc (4.9%). View all JGRRX holdings, sector breakdown, or dividend history.
JGRRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JGRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.