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JSMTX Jackson Square SMID-Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

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 13.13B. The market cap for tickers in the group ranges from 2.85B to 45.51B. HWM holds the highest valuation in this group at 45.51B. 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 27%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 52
Price Growth Rating: 45
SMR Rating: 65
Profit Risk Rating: 49
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

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
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JSMTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JSMTX has been closely correlated with FSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSMTX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSMTX
1D Price
Change %
JSMTX100%
-2.35%
FSMAX - JSMTX
95%
Closely correlated
-1.29%
PMAQX - JSMTX
84%
Closely correlated
-1.40%
PEMGX - JSMTX
84%
Closely correlated
-1.40%
TRQZX - JSMTX
82%
Closely correlated
-1.93%
RPTIX - JSMTX
80%
Closely correlated
-1.94%
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