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Jackson Square SMID-Cap Growth Instl JSMTX

Analyst rating as of
NAV / 1-Day Return
40.07  /  0.12 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
0.970%
Fee Level
Above Average
Longest Manager Tenure
17.25 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
49%
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Morningstar’s Analysis

Will JSMTX outperform in future?

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

New Minority Owner for Jackson Square Will Have Little Impact Here; Ratings Unchanged

Analyst Note

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On Nov. 20, 2020, Jackson Square Partners announced that Macquarie has sold its minority stake in Jackson Square to Affiliated Managers Group AMG. Jackson Square Partners remains majority employee-owned and retains its operational and investment autonomy. Two changes on the investment team round out the recent reform, but these are manageable, and the ratings are unchanged. Jackson Square SMID-Cap Growth’s Institutional and IS share classes retain a Morningstar Analyst Rating of Silver, while the pricier Investor share class maintains a Bronze.

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