Janus Henderson Mid Cap Value’s subadvisor is restructuring, but the changes will not lessen its advantages. The experienced team and consistent, risk-averse approach remain in place, earning the strategy’s cheapest shares Morningstar Analyst Ratings of Bronze, while the most expensive is Neutral.
Janus Henderson Mid Cap Value A JDPAX
NAV / 1-Day Return
17.28
/
0.23
%
Total Assets
2.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.970%
Expense Ratio
0.970%
Fee Level
Low
Longest Manager Tenure
8.80
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.21%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JDPAX 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 JDPAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JDPAX 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 JDPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A restructuring subadvisor doesn’t detract from this strategy’s appeal.
