JHF III U.S. Growth Fund Class I (JSGIX) Research

The fund dedicates a minimum of 80% of its total assets (inclusive of any borrowed funds used for investment) to equity holdings that possess strong economic ties to the United States. Its diverse portfolio of equity instruments can encompass common shares, preferred stocks, convertible bonds, depositary receipts, exchange-traded funds (ETFs), and equity-focused Real Estate Investment Trusts (REITs) that are publicly traded. Management may choose to concentrate a significant portion of its investments within specific industries. Notably, this fund operates with a non-diversified investment strategy.

Market snapshot

Symbol
JSGIX
Price
$31.66
Day change
+1.83%
Market cap
$3.4B
52-week range
26.13-33.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Artisan International Small-Mid Fund (APHJX)
  • Eventide Gilead Fund Institutional Class (ETILX)
  • F.I.S.T. Convertible Securities Fund Class A (FISCX)
  • Invesco Small Cap Growth Fund Class R5 (GTSVX)
  • Janus Henderson Small Cap Value Fund Class A (JDSAX)
  • Loomis Sayles Global Allocation Fund Class A (LGMAX)
  • Loomis Sayles Global Allocation Fund Class C (LGMCX)
  • Oakmark International Small Cap Fund Investor Class (OAKEX)

Open JHF III U.S. Growth Fund Class I (JSGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.