Jackson Square SMID Cap Growth has tested investors’ patience over the past few years, but it still has some positive features worth considering. It maintains pillar ratings of Above Average for People and Average for Process.
Jackson Square SMID-Cap Growth Inv JSMVX
- NAV / 1-Day Return 18.08 / −1.44 %
- Total Assets 249.9 Mil
-
Adj. Expense Ratio
1.220%
- Expense Ratio 1.220%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 49%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis JSMVX
Will JSMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
New York Times Co Class A | 6.09 | 16.7 Mil | Communication Services |
Clean Harbors Inc | 5.19 | 14.3 Mil | Industrials |
Wyndham Hotels & Resorts Inc Ordinary Shares | 4.18 | 11.5 Mil | Consumer Cyclical |
Bio-Techne Corp | 4.10 | 11.3 Mil | Healthcare |
Stevanato Group SpA | 4.07 | 11.2 Mil | Healthcare |
SiteOne Landscape Supply Inc | 4.03 | 11.1 Mil | Industrials |
Aspen Technology Inc | 3.85 | 10.6 Mil | Technology |
MarketAxess Holdings Inc | 3.82 | 10.5 Mil | Financial Services |
LendingClub Corp | 3.79 | 10.4 Mil | Financial Services |
Howmet Aerospace Inc | 3.78 | 10.4 Mil | Industrials |
United States