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Janus Henderson Forty R JDCRX

Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 41.81  /  +2.85 %
  • Total Assets 19.0 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 39%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 12:44 AM GMT+0

Morningstar’s Analysis JDCRX

Will JDCRX outperform in future?

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

Janus Henderson Forty Is Under Review Owing to Upcoming Manager Retirement

null Eric Schultz

Eric Schultz

Analyst Note

Because of manager Doug Rao's upcoming retirement at year-end 2024, Janus Henderson Forty’s Morningstar Medalist Rating is Under Review. Rao brings 25-plus years of industry experience and has run this strategy since joining Janus Henderson in 2013. Results during his tenure were competitive.

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Portfolio Holdings JDCRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.11 2.0 Bil
Technology

Amazon.com Inc

6.49 1.2 Bil
Consumer Cyclical

Apple Inc

6.19 1.1 Bil
Technology

Mastercard Inc Class A

5.53 1.0 Bil
Financial Services

Meta Platforms Inc Class A

5.09 937.8 Mil
Communication Services

Alphabet Inc Class C

4.45 818.8 Mil
Communication Services

NVIDIA Corp

4.24 780.5 Mil
Technology

Workday Inc Class A

3.96 729.3 Mil
Technology

Booking Holdings Inc

3.39 623.7 Mil
Consumer Cyclical

UnitedHealth Group Inc

2.71 499.1 Mil
Healthcare