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Janus Henderson Research T JAMRX

Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 71.85  /  1.16 %
  • Total Assets 20.0 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 27%

Morningstar’s Analysis JAMRX

Will JAMRX outperform in future?

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

Two Comanagers Join; Ratings Maintained

null Eric Schultz

Eric Schultz

Analyst Note

Effective Jan. 26, 2024, Josh Cummings and John Jordan became comanagers on Janus Henderson Research. Both bring nearly 30 years of industry experience, and both are familiar with this strategy and its analyst-driven structure. As consumer and financials sector heads, respectively, they work closely with analysts in their sectors to vet ideas for this fund. In their expanded role as comanagers, they will take on additional oversight and risk-management responsibilities. They will also work alongside current manager and director of research, Matt Peron, until he steps away from this strategy in late 2024 to focus on other duties at the firm. Risk management plays a prominent role in this strategy’s approach. Indeed, it keeps sector and factor exposures close to those of the Russell 1000 Growth Index. Such constraints ensure stock selection drives results but limits the team's choices compared with more-traditional offerings that benefit from skilled managers and more-flexible mandates. The strategy retains its Average People and Average Process ratings.

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Portfolio Holdings JAMRX

  • Current Portfolio Date
  • Equity Holdings 84
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
12.36
2,381,172,145
Technology
7.05
1,358,404,271
Technology
6.36
1,225,548,171
Technology
5.72
1,101,628,107
Communication Services
5.72
1,100,944,021
Consumer Cyclical
5.07
976,624,840
Communication Services
2.17
417,577,969
Financial Services
2.06
396,808,270
Financial Services
1.97
378,839,389
Healthcare
1.96
376,639,546
Technology