Skip to Content
Morningstar

Jackson Square SMID-Cap Growth Instl JSMTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Jackson Square Partners Investment Hub

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.

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.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor