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DPLGX Jackson Square Large-Cap Growth IS Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Mastercard (NYSE:MA), Uber Technologies (NYSE:UBER), CME Group (NASDAQ:CME).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000® Growth Index. It may invest in real estate investment trusts (“REITs”). The fund is non-diversified.

Market Cap

The average market capitalization across the Jackson Square Large-Cap Growth IS MF is 1.23T. The market cap for tickers in the group ranges from 73.12B to 3.57T. NVDA holds the highest valuation in this group at 3.57T. The lowest valued company is CP at 73.12B.

Volume

The average weekly volume growth across all stocks in the Jackson Square Large-Cap Growth IS MF was -36%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 71
Price Growth Rating: 31
SMR Rating: 33
Profit Risk Rating: 19
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
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DPLGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DPLGX has been closely correlated with FAFGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if DPLGX jumps, then FAFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DPLGX
1D Price
Change %
DPLGX100%
N/A
FAFGX - DPLGX
86%
Closely correlated
+0.96%
GAFFX - DPLGX
86%
Closely correlated
+0.95%
RGAFX - DPLGX
86%
Closely correlated
+0.95%
RGAEX - DPLGX
86%
Closely correlated
+0.94%
RGEBX - DPLGX
86%
Closely correlated
+0.94%
More