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Morningstar

Jackson Square SMID-Cap Growth Instl JSMTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.99  /  0.30 %
Total Assets
965.3 Mil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
18.99 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
56%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 10:09 PM GMT+00:00

Morningstar’s Fund 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.

A concentrated mid-growth fund with high risks but potentially high rewards.

Senior Analyst

Summary

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A stretch of terrible performance has shaken confidence in Jackson Square SMID Cap Growth, though the stable and experienced team behind it remains a plus. The Morningstar Analyst Rating for the institutional and IS shares drop to Bronze from Silver, while the more expensive investor shares stay at Bronze.

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