Skip to Content

Jackson Square SMID-Cap Growth IS DCGTX

Medalist Rating as of | See Jackson Square Partners Investment Hub
  • NAV / 1-Day Return 17.94  /  −1.64 %
  • Total Assets 505.2 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 49%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:08 AM GMT+0

Morningstar’s Analysis DCGTX

Will DCGTX outperform in future?

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

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

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DCGTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

New York Times Co Class A

4.65 25.3 Mil
Communication Services

Wix.com Ltd

4.29 23.4 Mil
Technology

SiteOne Landscape Supply Inc

4.23 23.1 Mil
Industrials

Clean Harbors Inc

4.12 22.5 Mil
Industrials

Wyndham Hotels & Resorts Inc Ordinary Shares

3.96 21.6 Mil
Consumer Cyclical

Shockwave Medical Inc

3.84 21.0 Mil
Healthcare

Bio-Techne Corp

3.78 20.6 Mil
Healthcare

Graco Inc

3.71 20.3 Mil
Industrials

Okta Inc Class A

3.57 19.5 Mil
Technology

Howmet Aerospace Inc

3.50 19.1 Mil
Industrials