Jackson Square SMID-Cap Growth Fund (JSMTX) Stock Analysis
DELISTED 2025
What happened to Jackson Square SMID-Cap Growth Fund (JSMTX) stock?
Jackson Square SMID-Cap Growth Fund (JSMTX) no longer trades on public markets. It was delisted in December 2025. The figures below are historical and are not a current quote.
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Jackson Square SMID-Cap Growth Fund (JSMTX) trades at $19.80. Jackson Square SMID-Cap Growth Fund (JSMTX) focuses on investing in small- and mid-capitalization companies. Market cap: $108M, Sector: Financial services.
Last analyzed: Mar 17, 2026Analyst Coverage for JSMTX: JSMTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates JSMTX against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
Jackson Square SMID-Cap Growth Fund (JSMTX) Financial Services Profile
Jackson Square SMID-Cap Growth Fund (JSMTX) is a non-diversified fund focused on small- and mid-cap growth stocks within the Russell 2500® Growth Index. With a beta of 1.21 and no dividend yield, JSMTX seeks capital appreciation through strategic investments in its defined market segment.
What Is the Investment Thesis for JSMTX?
Jackson Square SMID-Cap Growth Fund (JSMTX), with a market cap of $108M, offers investors targeted exposure to the small- and mid-cap growth segment. The fund's non-diversified strategy allows for concentrated investments in high-potential companies, potentially leading to outsized returns. Key to the investment thesis is the fund's ability to identify and capitalize on growth opportunities within the Russell 2500® Growth Index. Catalysts include the continued expansion of innovative companies within the index and favorable market conditions for small- and mid-cap stocks. However, the fund's non-diversified nature and beta of 1.21 also present risks, as performance is highly dependent on individual stock selections and market volatility. Success hinges on the fund's ability to navigate these risks and deliver superior stock-picking performance.
Based on FMP financials and quantitative analysis
JSMTX Key Highlights
Market Cap: $0.11B indicates the fund's size and potential for growth within the small- and mid-cap space.
- Beta: 1.21 suggests the fund is more volatile than the market, offering potential for higher returns but also greater risk.
- Non-Diversified: The fund's non-diversified status allows for concentrated investments in high-conviction ideas.
- Russell 2500® Growth Index: The fund's focus on companies within this index provides a defined universe for investment selection.
- No Dividend Yield: The fund prioritizes capital appreciation over income generation, aligning with a growth-oriented strategy.
Who Are JSMTX's Competitors?
JSMTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AABPX American Beacon Balanced Fund | $12.44 | -0.48% | $108M | 38 |
| CHASX Chase Growth Fund | $19.64 | -1.70% | $137M | 44 |
| IHD Voya Emerging Markets High Dividend Equity Fund | $7.49 | +0.67% | $139M | 50 |
| MONTX Monetta Fund | $33.94 | -0.67% | $112M | 44 |
| NMI Nuveen Municipal Income Fund, Inc. | $10.55 | +3.43% | $119M | 46 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JSMTX's Key Strengths?
Focus on high-growth small- and mid-cap companies.
- Non-diversified approach allows for concentrated investments.
- Expertise in stock selection within the Russell 2500® Growth Index.
- Potential for outsized returns in favorable market conditions.
What Are JSMTX's Weaknesses?
Non-diversified nature increases risk.
- Higher beta indicates greater volatility.
- Performance is highly dependent on individual stock selections.
- Vulnerable to market downturns affecting small- and mid-cap stocks.
What Could Drive JSMTX Stock Higher?
JSMTX catalyst: Earnings reports from key holdings within the Russell 2500® Growth Index may drive positive sentiment.
- Innovation and growth within the technology and healthcare sectors can boost the fund's performance.
- Favorable market conditions for small- and mid-cap stocks can lead to increased investor interest.
What Are the Key Risks for JSMTX?
Market corrections impacting small- and mid-cap stocks could lead to significant losses.
- The fund's non-diversified nature increases its vulnerability to individual stock declines.
- Rising interest rates may negatively affect growth companies and their valuations.
- Economic slowdown could reduce corporate earnings and growth prospects, impacting the fund's performance.
What Are the Growth Opportunities for JSMTX?
- Expansion of High-Growth Sectors: The fund can capitalize on the growth of innovative sectors such as technology, healthcare, and consumer discretionary within the small- and mid-cap space. These sectors often experience rapid growth, offering significant potential for capital appreciation. By identifying and investing in companies at the forefront of these trends, JSMTX can generate strong returns. The market size for these sectors within the Russell 2500® Growth Index is substantial, providing ample opportunities for investment. Timeline: Ongoing.
- Strategic Allocation to Emerging Industries: Investing in emerging industries like renewable energy, electric vehicles, and fintech can drive growth. These industries are characterized by high growth rates and disruptive potential, offering significant upside for early investors. The fund's ability to identify and allocate capital to these emerging trends can enhance its performance. The market size for these industries is projected to grow rapidly in the coming years. Timeline: Ongoing.
- Capitalizing on Market Inefficiencies: The small- and mid-cap market segment is often less efficiently priced than the large-cap market, creating opportunities for active managers to generate alpha. By conducting thorough research and analysis, JSMTX can identify undervalued companies with strong growth potential. The fund's non-diversified approach allows it to take concentrated positions in these undervalued opportunities. Timeline: Ongoing.
- Leveraging Sector Expertise: Focusing on specific sectors within the small- and mid-cap universe can enhance the fund's ability to identify promising investment opportunities. By developing deep expertise in sectors such as technology, healthcare, or consumer discretionary, JSMTX can gain a competitive edge in stock selection. This expertise can lead to better investment decisions and higher returns. Timeline: Ongoing.
- Activist Investing: The fund can engage in activist investing by taking significant stakes in companies and advocating for changes in management or strategy to unlock value. This approach can lead to improved operational performance and higher stock prices. However, activist investing also carries risks, as it requires significant resources and may not always be successful. Timeline: Ongoing.
What Are JSMTX's Competitive Advantages?
- Expertise in small- and mid-cap growth stock selection.
- Established track record of performance within the Russell 2500® Growth Index.
- Non-diversified approach allows for concentrated investments in high-conviction ideas.
What Does JSMTX Do?
Jackson Square SMID-Cap Growth Fund (JSMTX) is designed to provide investors with exposure to the growth potential of small- and mid-sized companies. The fund operates under the principle of investing at least 80% of its net assets, plus any borrowings for investment purposes, in securities issued by companies that fall within the capitalization range of the Russell 2500® Growth Index at the time of purchase. Jackson Square SMID-Cap Growth Fund is non-diversified, meaning it can invest a larger percentage of its assets in a smaller number of companies compared to a diversified fund. This approach can lead to higher potential returns but also carries increased risk due to the concentration of investments. The fund's investment strategy focuses on identifying companies with strong growth prospects within the small- and mid-cap universe. By targeting companies within the Russell 2500® Growth Index, JSMTX aims to capture the upside potential of emerging and expanding businesses. The fund's non-diversified nature reflects a concentrated investment approach, allowing for potentially greater impact from individual stock selections. This strategy requires careful stock selection and ongoing monitoring to manage the inherent risks associated with concentrated positions. The fund's performance is closely tied to the performance of its underlying holdings and the overall market conditions affecting small- and mid-cap growth stocks. The fund's investment decisions are guided by the expertise of its investment adviser, who conducts thorough research and analysis to identify promising investment opportunities. The fund's objective is to provide long-term capital appreciation for its investors by capitalizing on the growth potential of small- and mid-sized companies.
What Products and Services Does JSMTX Offer?
- Invests at least 80% of its net assets in securities of small- and mid-capitalization companies.
- Defines small- and mid-capitalization companies as those within the range of the Russell 2500® Growth Index at the time of purchase.
- Seeks long-term capital appreciation through strategic stock selection.
- Operates as a non-diversified fund, allowing for concentrated investments.
- Conducts research and analysis to identify promising growth opportunities.
- Manages a portfolio of stocks within the Russell 2500® Growth Index.
How Does JSMTX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to increase AUM by delivering strong investment performance.
- Utilizes active management strategies to outperform the Russell 2500® Growth Index.
What Industry Does JSMTX Operate In?
Jackson Square SMID-Cap Growth Fund operates within the asset management industry, focusing specifically on small- and mid-cap growth stocks. The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products. Market trends include the increasing demand for specialized investment strategies and the growing importance of active management in generating alpha. JSMTX differentiates itself through its non-diversified approach and focus on the Russell 2500® Growth Index. The competitive landscape includes both large asset managers and smaller, specialized funds targeting similar market segments.
Who Are JSMTX's Key Customers?
- Individual investors seeking exposure to small- and mid-cap growth stocks.
- Institutional investors looking for specialized investment strategies.
- Financial advisors seeking investment solutions for their clients.
JSMTX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and future performance, aligning interests with shareholders.
- Positive community sentiment indicates strong belief in the fund's ability to identify and capitalize on growth opportunities in the SMID-cap space.
- The fund's focus on SMID-cap growth aligns well with the current market environment, where smaller companies may offer higher growth potential.
- The fund's active management approach allows for flexibility in navigating market volatility and adapting to changing economic conditions.
Bear Case
- Increased market volatility could negatively impact the fund's performance, particularly in the SMID-cap segment, which tends to be more sensitive to market fluctuations.
- Negative community sentiment surrounding broader market conditions could spill over and affect the fund's perceived value, regardless of its underlying performance.
- Recent economic data raises concerns about a potential slowdown in growth, which could disproportionately affect SMID-cap companies and the fund's returns.
- Shifting investor preferences away from growth stocks could lead to underperformance relative to value-oriented or dividend-focused strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JSMTX Latest News
No recent news available for JSMTX.
JSMTX Financial Services Stock FAQ
What happened to Jackson Square SMID-Cap Growth Fund (JSMTX) stock?
Jackson Square SMID-Cap Growth Fund (JSMTX) no longer trades on public markets. It was delisted in December 2025. The figures below are historical and are not a current quote.
Can I still buy JSMTX shares?
No. JSMTX stopped trading on public markets in December 2025, so the shares are not available through a broker. Anything you see quoted for JSMTX elsewhere is historical data, not a live market.
Are the figures on this page current?
No. Every number here is the last value recorded before JSMTX stopped trading. Nothing on this page updates, and none of it is a current quote.
Why does this page still exist?
Because people still search for what happened to Jackson Square SMID-Cap Growth Fund. An archived profile that states the delisting plainly is more useful than a dead link — provided it is labelled as history, which is what this page does.
What does Jackson Square SMID-Cap Growth Fund do?
Jackson Square SMID-Cap Growth Fund (JSMTX) is a non-diversified investment fund that focuses on achieving long-term capital appreciation by investing primarily in the equity securities of small- and mid-capitalization companies. The fund invests at least 80% of its net assets in companies within the capitalization range of the Russell 2500® Growth Index at the time of purchase.
What are the main risks for JSMTX?
The main risks for Jackson Square SMID-Cap Growth Fund (JSMTX) include market risk, concentration risk, and small- and mid-cap stock risk. Market risk refers to the potential for overall market downturns to negatively impact the fund's performance.
How sensitive is JSMTX to interest rate changes?
As a fund focused on growth stocks, JSMTX is sensitive to interest rate changes. Rising interest rates can negatively impact growth companies by increasing borrowing costs and reducing their future earnings potential. This can lead to lower valuations for these companies and, consequently, a decline in the fund's performance.
How does JSMTX compare to its peers in terms of performance and risk?
JSMTX's performance and risk profile can be compared to its peers by examining metrics such as total return, Sharpe ratio, and beta. Total return measures the overall return generated by the fund over a specific period. The Sharpe ratio assesses the fund's risk-adjusted return, taking into account the level of risk assumed to achieve that return.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, so some information may be incomplete.
- Investment decisions should be based on individual risk tolerance and financial goals.