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Morningstar

Jackson Square Large-Cap Growth Instl JSPIX

Morningstar Medalist Rating
Medalist Rating as of | See Jackson Square Partners Investment Hub
  • NAV / 1-Day Return 22.11  /  −0.50 %
  • Total Assets 213.2 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

Morningstar’s Analysis JSPIX

Will JSPIX 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 JSPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JSPIX 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 JSPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Jackson Square Large-Cap Growth Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JSPIX

More JSPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.15 27.7 Mil
Technology

Amazon.com Inc

7.98 18.2 Mil
Consumer Cyclical

NVIDIA Corp

7.60 17.3 Mil
Technology

Alphabet Inc Class A

5.54 12.6 Mil
Communication Services

Mastercard Inc Class A

5.01 11.4 Mil
Financial Services

Visa Inc Class A

4.35 9.9 Mil
Financial Services

CME Group Inc Class A

4.05 9.2 Mil
Financial Services

Uber Technologies Inc

3.91 8.9 Mil
Technology

Canadian Pacific Kansas City Ltd

3.85 8.8 Mil
Industrials

Waste Management Inc

3.83 8.7 Mil
Industrials