Jackson Square SMID-Cap Growth IS (DCGTX)
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Jackson Square SMID-Cap Growth IS
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management Information
Kenneth F. Broad,Lead Manager since November 30, 2003
Kenneth F. Broad, CFA, MBA
Portfolio Manager, Research Analyst
Kenneth F. Broad 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 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Growth
Fund FamilyJackson Square
Net Assets544.9M
YTD Return3.38%
Yield0.00%
Morningstar Rating★
Inception DateNov 30, 2003
Fund Operations
Last Dividend0.02
Last Cap Gain-89.00
Holdings Turnover49.00%
Average for CategoryN/A
Fees & Expenses
ExpenseDCGTXCategory Average
Annual Report Expense Ratio (net)0.87%1.09%
Prospectus Net Expense Ratio0.87%N/A
Prospectus Gross Expense Ratio0.86%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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