JSMVX – Fund Analysis – Jackson Square SMID-Cap Growth Inv | Morningstar

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Will JSMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JSMVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the JSMVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of JSMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Recent underperformance has shown the risks inherent in this fund's concentrated growth strategy.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

by David Kathman

Rated on Jul 16, 2024 Published on Jul 16, 2024

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