Advertisement
Skip to Content
Morningstar

Janus Henderson Global Equity Income A HFQAX

Morningstar Analyst Rating
Analyst rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 6.22  /  0.16 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 7.62%
  • Turnover 86%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:34 PM GMT+00:00

Morningstar’s Analysis HFQAX

Will HFQAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFQAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HFQAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HFQAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An experienced team gives the strategy a slight edge.

Analyst

Summary

| by Anthony Thorn

Janus Henderson Global Equity Income’s dividend-capture strategy generates high income, but its frequent trading leads to some risks. However, an experienced management team gives the strategy an edge, resulting in a Morningstar Analyst Rating of Bronze for its cheaper share classes; its more-expensive shares are rated Neutral.

Unlock our full analysis with Morningstar Investor