Skip to Content
Morningstar

Jackson Square Large-Cap Growth Inv JSPJX

Morningstar Medalist Rating
Medalist Rating as of | See Jackson Square Partners Investment Hub
  • NAV / 1-Day Return 14.01  /  0.14 %
  • Total Assets 202.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Sep 23, 2023 | 1-Day Return as of Sep 23, 2023, 12:54 AM GMT+0

Morningstar’s Analysis JSPJX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JSPJX

More JSPJX Holdings
  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.93
24,270,628
Technology

Amazon.com Inc

7.69
15,657,787
Consumer Cyclical

Mastercard Inc Class A

5.82
11,845,244
Financial Services

NVIDIA Corp

5.23
10,636,002
Technology

CME Group Inc Class A

4.82
9,809,509
Financial Services

Visa Inc Class A

4.82
9,800,667
Financial Services

Boeing Co

4.57
9,295,229
Industrials

Canadian Pacific Kansas City Ltd

4.37
8,888,496
Industrials

ServiceNow Inc

3.74
7,604,151
Technology

Uber Technologies Inc

3.69
7,514,576
Technology