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Jackson Square SMID-Cap Growth Instl JSMTX

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%

Morningstar’s Fund Analysis JSMTX

Will JSMTX outperform in future?

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

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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