A stretch of terrible performance has shaken confidence in Jackson Square SMID Cap Growth, though the stable and experienced team behind it remains a plus. The Morningstar Analyst Rating for the institutional and IS shares drop to Bronze from Silver, while the more expensive investor shares stay at Bronze.
- NAV / 1-Day Return 17.68 / 1.39 %
- Total Assets 975.4 Mil
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Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 78%
Morningstar’s Analysis JSMTX
Will JSMTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.