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Morningstar

Janus Henderson Forty I JCAPX

Morningstar Analyst Rating
Analyst rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 42.64  /  1.86 %
  • Total Assets 14.0 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:40 PM GMT+00:00

Morningstar’s Analysis JCAPX

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

People Pillar

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

A high-growth style has helped over the years, but not recently.

Analyst

Summary

| by Eric Schultz

A solid team earns Janus Henderson Forty a Morningstar Analyst Rating of Bronze for its cheapest share classes. Its priciest ones earn Neutral.

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