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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 19.26  /  −0.10 %
  • Total Assets 545.9 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 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.

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 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

New York Times Co Class A

4.88 28.3 Mil
Communication Services

SiteOne Landscape Supply Inc

4.68 27.2 Mil
Industrials

Wix.com Ltd

4.49 26.1 Mil
Technology

Wyndham Hotels & Resorts Inc Ordinary Shares

4.39 25.5 Mil
Consumer Cyclical

Bio-Techne Corp

4.05 23.5 Mil
Healthcare

Graco Inc

4.02 23.3 Mil
Industrials

Grocery Outlet Holding Corp

3.87 22.5 Mil
Consumer Defensive

Clean Harbors Inc

3.82 22.2 Mil
Industrials

Warner Music Group Corp Ordinary Shares - Class A

3.59 20.8 Mil
Communication Services

Howmet Aerospace Inc

3.49 20.3 Mil
Industrials