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Morningstar

Jackson Square SMID-Cap Growth Instl JSMTX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis JSMTX

Will JSMTX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the JSMTX 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 JSMTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Senior Analyst

Summary

| by David Kathman

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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