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Jackson Square Large-Cap Growth Inv JSPJX

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%

Morningstar’s Analysis JSPJX

Will JSPJX outperform in future?

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

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.

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Portfolio Holdings JSPJX

  • 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
11.93
24,270,628
Technology
7.69
15,657,787
Consumer Cyclical
5.82
11,845,244
Financial Services
5.23
10,636,002
Technology
4.82
9,809,509
Financial Services
4.82
9,800,667
Financial Services
4.57
9,295,229
Industrials
4.37
8,888,496
Industrials
3.74
7,604,151
Technology
3.69
7,514,576
Technology