Janus Henderson Contrarian is Under Review owing to the unexpected departure of lead manager Nick Schommer, who will leave the firm in May 2027. Schommer has been the lead manager on this strategy since 2017. He has stood out as an independently minded investor capable of sourcing ideas across the style and market cap spectra to take advantage of this strategy’s flexible mandate and drive strong performance across market environments. He is slated to be replaced by Edward Su, who became a comanager on this strategy in February 2026 after supporting it as an analyst.
Janus Henderson Contrarian Fund Class D JACNX
- NAV / 1-Day Return $31.64 / +1.31 %
- Fund Size $5.0B
- Adjusted Expense Ratio 0.650%
- Net Expense Ratio 0.650%
- Fee Level: Distribution Low
- Share Class Type No Load
- Morningstar Category Mid-Cap Blend
- Equity Style Box (Funds) Mid Growth
- Minimum Initial Investment $2,500
- Investment Status Limited
- TTM Yield 0.19%
- Turnover Ratio 52%
Morningstar’s Analysis JACNX
Will JACNX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Capital One Financial Corp | 5.33 | 272M | Financial Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 5.06 | 258M | Technology |
Nebius Group NV Shs Class-A- | 4.98 | 254M | Communication Services |
Lumentum Holdings Inc | 4.88 | 249M | Technology |
Marvell Technology Inc | 4.75 | 242M | Technology |
PNC Financial Services Group Inc | 4.56 | 233M | Financial Services |
Oracle Corp | 4.20 | 214M | Technology |
UnitedHealth Group Inc | 4.09 | 208M | Healthcare |
Amazon.com Inc | 4.08 | 208M | Consumer Cyclical |
Howmet Aerospace Inc | 3.68 | 188M | Industrials |
United States