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Jackson Square SMID-Cap Growth IS DCGTX

Medalist Rating as of | See Jackson Square Partners Investment Hub
  • NAV / 1-Day Return 17.93  /  +0.50 %
  • Total Assets 312.5 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 Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM 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.

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Portfolio Holdings DCGTX

  • 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

New York Times Co Class A

5.89 26.5 Mil
Communication Services

Wix.com Ltd

4.83 21.7 Mil
Technology

Clean Harbors Inc

4.75 21.3 Mil
Industrials

Howmet Aerospace Inc

4.63 20.8 Mil
Industrials

Bio-Techne Corp

4.44 19.9 Mil
Healthcare

SiteOne Landscape Supply Inc

4.02 18.0 Mil
Industrials

Grocery Outlet Holding Corp

4.01 18.0 Mil
Consumer Defensive

Wyndham Hotels & Resorts Inc Ordinary Shares

3.90 17.5 Mil
Consumer Cyclical

Aspen Technology Inc

3.60 16.2 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

3.45 15.5 Mil
Technology