JAG Large Cap Growth Fund Class I (JLGIX)

Overview

The fund is a financial entity that places a strong emphasis on investing in the common stocks of U.S. companies which are believed to demonstrate a high potential for earnings and revenue growth. With a strategic focus on large cap stocks, the fund mandates that at least 80% of its assets, in addition to any borrowed funds used for investment purposes, are invested in companies boasting market capitalizations of $8 billion or more. This investment strategy targets businesses that not only occupy significant positions within their respective markets but also exhibit the potential for sustained growth and profitability.

Products and Services

• Investment in Common Stocks

The fund primarily dedicates its resources to purchasing common stocks of U.S. companies. These selections are based on a thorough evaluation process that identifies companies with strong potentials for both earnings and revenue growth. By focusing on common stocks, the fund positions its investors to potentially benefit from both dividend income and capital appreciation.

• Focus on Large Cap Stocks

A substantial portion of the fund's investments is earmarked for large cap stocks. Specifically, it commits at least 80% of its net assets, along with any borrowed funds for investment purposes, towards companies with a market capitalization of at least $8 billion. This approach is driven by the belief that large cap companies offer a more stable investment environment and are often leaders in their industries, thereby providing a blend of growth potential and financial resilience.