Jackson Square Smid Cap Fund Quote
| JSMTX Fund | USD 20.03 0.09 0.45% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Jackson Square is trading at 20.03 as of the 2nd of December 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 19.94. Jackson Square has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jackson Square Smid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in securities issued by small-and mid-capitalization companies. The Adviser defines small-and mid-capitalization companies as companies, at the time of purchase, within the range of the capitalization of companies constituting the Russell 2500 Growth Index. More on Jackson Square Smid Cap
Moving together with JACKSON Mutual Fund
JACKSON Mutual Fund Highlights
| Fund Concentration | Jackson Square Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Jackson Square, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Jackson Square Smid Cap [JSMTX] is traded in USA and was established 2nd of December 2024. Jackson Square is listed under Jackson Square category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Jackson Square family. This fund currently has accumulated 809.88 M in assets under management (AUM) with no minimum investment requirementsJackson Square Smid is currently producing year-to-date (YTD) return of 7.98%, while the total return for the last 3 years was -10.33%.
Check Jackson Square Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on JACKSON Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding JACKSON Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jackson Square Smid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jackson Square Smid Cap Mutual Fund Constituents
| GGG | Graco Inc | Stock | Industrials | |
| TNDM | Tandem Diabetes Care | Stock | Health Care | |
| WH | Wyndham Hotels Resorts | Stock | Consumer Discretionary | |
| LYFT | LYFT Inc | Stock | Industrials | |
| PZZA | Papa Johns International | Stock | Consumer Discretionary | |
| OUT | Outfront Media | Stock | Real Estate | |
| ESTC | Elastic NV | Stock | Information Technology | |
| UPWK | Upwork Inc | Stock | Industrials |
Jackson Square Smid Risk Profiles
| Mean Deviation | 0.8606 | |||
| Semi Deviation | 0.9702 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Jackson Square Against Markets
Other Information on Investing in JACKSON Mutual Fund
Jackson Square financial ratios help investors to determine whether JACKSON Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in JACKSON with respect to the benefits of owning Jackson Square security.
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