JAG Capital Funds

About the Fund

JAG’s Large Cap Growth Fund is designed for investors seeking long-term capital appreciation. The fund invests primarily in common stocks of US companies with large market capitalizations that JAG believes possess strong earnings and revenue growth potential. The portfolio typically consists of 30-40 securities, and the portfolio performance benchmark is the Russell 1000 Growth Index.

Meet Norm Conley, CEO & CIO | 3:18

Strategy Overview

  • Best ideas portfolio with large cap growth style consistency
  • Research-driven, contrarian insights lead to a differentiated perspective of risk and reward potential
  • High active share portfolio vs. Russell 1000 Growth Index
  • A disciplined and repeatable process
  • Experienced, entrepreneurial PM team
  • Highly-competitive track record
  • Strategy offered in SMA, UMA, and Mutual Fund vehicles

JAG Mutual Fund Holdings 12.31.23


JAG LCG Mutual Fund Holdings 06.30.24


JAG Prospectus


Account Applications


Annual Report


Semi-Annual Report






Summary Prospectus


Share Details

Class Ticker Cusip
A JLGAX 62827L377
I JLGIX 62827L351
R JGRRX 62827P253

Share Ticker, Cusip and Minimum Investment


Total Returns for periods ending March 31, 2024

Your JAG Capital Fund Team

Norm Conley

CEO & Chief Investment Officer

Mike Buck, CFA®

Quantitative Analyst

George Margvelashvili, Equity Research Analyst
George Margvelashvili, CFA®

Equity Research Analyst

Roberta Maue

Senior Vice President, Director of Equity Trading & Portfolio Operations

Tucker O'Neal Junior Equity Research Analyst
Tucker O'Neil

Equity Research Analyst

Greg Lowhorn, Investment Associate, Business Development & Client Service
John Krueger, CFA®

Equity Research Analyst

David Patritti

Senior Financial Advisor

Sandy Shotwell-Cain

Vice President, Director of Institutional Client Service

James Sindelar, VP, Director of Business Development
James Sindelar

Senior Vice President, Strategic Relationships