Jackson Square Large-Cap Growth boasts an experienced team and sensible approach, but some recent changes to the management team and stock-picking misfires curtail our confidence, limiting the fund’s share classes to a Morningstar Analyst Rating of Neutral.
Jackson Square Large-Cap Growth Inv JSPJX
NAV / 1-Day Return
26.09
/
0.87
%
Total Assets
3.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.990%
Expense Ratio
0.990%
Fee Level
Below Average
Longest Manager Tenure
16.30
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
54%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Team changes and inconsistent stock-picking curtail our conviction here.
