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.
- NAV / 1-Day Return 14.01 / 0.14 %
- Total Assets 202.8 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis JSPJX
Will JSPJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 25
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 56.7