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Managed Portfolio Series - Jackson Square Select 20 Growth Fund (DPCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.5421-0.0001 (-0.00%)
At close: 08:00PM EDT

Managed Portfolio Series - Jackson Square Select 20 Growth Fund

Managed Portfolio Series

615 East Michigan Street

Milwaukee, WI 53202

844-577-3863
Management information
Greg S. Chory,Lead manager since 6 January 2019
Gregory L. Chory joined Jackson Square in September 2014. Prior to joining Jackson Square, he was an associate from July 2011 to August 2014 at Technology Crossover Ventures, a venture capital firm, focusing on the software and services industries. Before that, Mr. Chory spent three years as an investment banking analyst for BMO Capital Markets in the business services and media group. He received a bachelor’s degree from Emory University.
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyJackson Square
Net assets9.29M
YTD return7.83%
Yield0.00%
Morningstar rating★★
Inception date30 Mar 2000

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover60.00%
Average for categoryN/A

Fees and expenses

ExpenseDPCEXCategory average
Annual report expense ratio (net)0.87%0.99%
Prospectus net expense ratio0.87%N/A
Prospectus gross expense ratio2.49%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection620N/A
5-yr expense projection1,179N/A
10-yr expense projection2,703N/A