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 Instl JSMTX
- NAV / 1-Day Return 18.43 / +0.93 %
- Total Assets 235.5 Mil
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 49%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis JSMTX
Will JSMTX 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
|
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United States