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Jackson Square Large-Cap Growth Instl JSPIX

Medalist Rating as of | See Jackson Square Partners Investment Hub
  • NAV / 1-Day Return 16.36  /  1.36 %
  • Total Assets 203.8 Mil
  • Adj. Expense Ratio
    0.700%
  • 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 0.00
  • Turnover 35%

Morningstar’s Analysis JSPIX

Will JSPIX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Weakness in Jackson Square Large-Cap Growth Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings JSPIX

  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 24
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.43
25,040,461
Technology
7.64
15,399,196
Financial Services
7.13
14,359,674
Financial Services
6.78
13,670,643
Consumer Cyclical
4.88
9,835,035
Financial Services
4.79
9,656,166
Industrials
4.66
9,387,605
Industrials
4.28
8,625,207
Healthcare
4.15
8,361,614
Industrials
3.91
7,886,799
Consumer Cyclical