Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) 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. It is non-diversified.
Market Cap
The average market capitalization across the Jackson Square SMID-Cap Growth Instl MF is 13.25B. The market cap for tickers in the group ranges from 2.85B to 45.47B. HWM holds the highest valuation in this group at 45.47B. The lowest valued company is GO at 2.85B.
Volume
The average weekly volume growth across all stocks in the Jackson Square SMID-Cap Growth Instl MF was -6%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 59
Profit Risk Rating: 48
Seasonality Score: 0 (-100 ... +100)