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JSMTX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Jackson Square SMID-Cap Growth Instl (JSMTX) Ownership - Who owns Jackson Square SMID-Cap Growth Instl?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
0.97
Min. Initial Investment
100000.00
Fund Existence
over 8 years
Turnover
48.00
Front Load
N/A
Net Assets
134024264.00
Manager Tenure
N/A

Fundamentals

JSMTX
Net Assets
134M
Fund Existence
over 8 years
Turnover
48.00
Total Expense Ratio
0.97
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.96
Assets in Top Ten Holdings
240M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
34.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
31.00
Number of Net Holdings
32.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
41.31%
Gain YTD
-7.423
Annual Yield % from dividends
0.00
Returns for 1 year
-7.67
Returns for 3 years
-21.16
Returns for 5 years
-4.07
Returns for 10 years
N/A
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A