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.
Jackson Square SMID-Cap Growth IS DCGTX
- NAV / 1-Day Return 19.26 / −0.10 %
- Total Assets 545.9 Mil
-
Adj. Expense Ratio
- 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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Warner Music Group Corp Ordinary Shares - Class A | 3.59 | 20.8 Mil | Communication Services |
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