A stretch of disappointingly poor performance has highlighted major risks for Jackson Square SMID Cap Growth, though it still has some positive features worth noting. It maintains a People score of Above Average and a Process score of Average.
Jackson Square SMID-Cap Growth Inv JSMVX
- NAV / 1-Day Return 17.48 / −0.23 %
- Total Assets 291.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.220%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 49%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0
Morningstar’s Analysis JSMVX
Will JSMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
New York Times Co Class A | 5.89 | 26.5 Mil | Communication Services |
Wix.com Ltd | 4.83 | 21.7 Mil | Technology |
Clean Harbors Inc | 4.75 | 21.3 Mil | Industrials |
Howmet Aerospace Inc | 4.63 | 20.8 Mil | Industrials |
Bio-Techne Corp | 4.44 | 19.9 Mil | Healthcare |
SiteOne Landscape Supply Inc | 4.02 | 18.0 Mil | Industrials |
Grocery Outlet Holding Corp | 4.01 | 18.0 Mil | Consumer Defensive |
Wyndham Hotels & Resorts Inc Ordinary Shares | 3.90 | 17.5 Mil | Consumer Cyclical |
Aspen Technology Inc | 3.60 | 16.2 Mil | Technology |
AppLovin Corp Ordinary Shares - Class A | 3.45 | 15.5 Mil | Technology |