Managed Portfolio Series - Jackson Square International Growth Fund (JSSGX)
Other OTC - Other OTC Delayed Price. Currency in USD
Add to watchlist
At close: 04:00PM EDT
Managed Portfolio Series - Jackson Square International Growth Fund
Milwaukee, WI 53202
615 East Michigan Street
Managed Portfolio Series
(414) 287-3700
Management Information
,Lead Manager since January 6, 2019
Brian Tolles joined Jackson Square in February 2016. Prior to joining Jackson Square, he was an investment banking analyst at Qatalyst Partners from June 2014 to January 2016, focusing on technology companies. He received a bachelor’s degree from the Wharton School of the University of Pennsylvania.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategoryForeign Large Growth
Fund FamilyJackson Square
Net Assets6.72M
YTD Return-29.40%
Yield0.00%
Morningstar Rating★★
Inception DateDec 27, 2020
Fund Operations
Last DividendN/A
Last Cap Gain22.00
Holdings Turnover80.00%
Average for CategoryN/A
Fees & Expenses
ExpenseJSSGXCategory Average
Annual Report Expense Ratio (net)1.09%1.05%
Prospectus Net Expense Ratio1.09%N/A
Prospectus Gross Expense Ratio2.23%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.