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.
Janus Henderson Global Equity Income N HFQRX
NAV / 1-Day Return
6.31
/
2.60
%
Total Assets
5.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.700%
Expense Ratio
0.700%
Fee Level
Below Average
Longest Manager Tenure
15.57
years
Category
Foreign Large Value
Investment Style
Large ValueMin. Initial Investment
1,000,000
Status
Open
TTM Yield
7.52%
Turnover
123%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HFQRX 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 HFQRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HFQRX 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 HFQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced team gives the strategy a slight edge.
