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Morningstar

Janus Henderson Research T JAMRX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 79.19  /  +1.19 %
  • Total Assets 23.5 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • 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%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:32 PM GMT+0

Morningstar’s Analysis JAMRX

Will JAMRX 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 JAMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JAMRX 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 JAMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lacking an edge.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

The analyst-driven structure at Janus Henderson Research doesn't stand out. The strategy receives Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JAMRX

More JAMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.94 2.6 Bil
Technology

Microsoft Corp

11.86 2.6 Bil
Technology

Alphabet Inc Class C

6.14 1.4 Bil
Communication Services

Apple Inc

6.12 1.4 Bil
Technology

Amazon.com Inc

5.77 1.3 Bil
Consumer Cyclical

Meta Platforms Inc Class A

5.61 1.2 Bil
Communication Services

Eli Lilly and Co

2.80 621.4 Mil
Healthcare

Visa Inc Class A

1.97 437.2 Mil
Financial Services

Mastercard Inc Class A

1.86 411.3 Mil
Financial Services

Procter & Gamble Co

1.61 356.8 Mil
Consumer Defensive