Jag Large Cap Fund Quote
| JGRRX Fund | USD 24.86 0.06 0.24% |
PerformanceFair
| Odds Of DistressLow
|
Jag Large is trading at 24.86 as of the 3rd of December 2025; that is 0.24% increase since the beginning of the trading day. The fund's open price was 24.8. Jag Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of September 2025 and ending today, the 3rd of December 2025. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies that the advisor believes have strong earnings and revenue growth potential. It invests at least 80 percent of its net assets plus any borrowings for investment purposes in large cap stocks defined as stocks of companies with market capitalizations of at least 8 billion.. More on Jag Large Cap
Moving together with Jag Mutual Fund
Jag Mutual Fund Highlights
| Fund Concentration | JAG Capital Management Funds, Large Growth Funds, Large Growth, JAG Capital Management, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of February 2025 |
| Fiscal Year End | September |
Jag Large Cap [JGRRX] is traded in USA and was established 3rd of December 2025. Jag Large is listed under JAG Capital Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of JAG Capital Management family. This fund currently has accumulated 50.37 M in assets under management (AUM) with no minimum investment requirementsJag Large Cap is currently producing year-to-date (YTD) return of 6.11%, while the total return for the last 3 years was 22.9%.
Check Jag Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jag Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jag Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jag Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jag Large Cap Mutual Fund Constituents
| NOW | ServiceNow | Stock | Information Technology | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TTD | Trade Desk | Stock | Information Technology | |
| ROKU | Roku Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Jag Large Cap Risk Profiles
| Mean Deviation | 0.8813 | |||
| Semi Deviation | 1.22 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.38 |
Jag Large Against Markets
Other Information on Investing in Jag Mutual Fund
Jag Large financial ratios help investors to determine whether Jag Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jag with respect to the benefits of owning Jag Large security.
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