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Jackson Square SMID-Cap Growth Instl JSMTX

Analyst rating as of
  • NAV / 1-Day Return 17.68  /  1.39 %
  • Total Assets 975.4 Mil
  • Adj. Expense Ratio
    0.910%
  • 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.

A concentrated mid-growth fund with high risks but potentially high rewards.

Senior Analyst

Summary

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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.

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