A stretch of disappointingly poor performance has highlighted major risks for Jackson Square SMID Cap Growth, though it still has some positive features worth noting. It maintains a People score of Above Average and a Process score of Average.
Jackson Square SMID-Cap Growth Inv JSMVX
- NAV / 1-Day Return 17.48 / +0.81 %
- Total Assets 291.8 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 Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 49%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 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 43.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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