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Morningstar

Janus Henderson Mid Cap Value R JDPRX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 15.57  /  −0.57 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.49%
  • Turnover 54%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:44 PM GMT+0

Morningstar’s Analysis JDPRX

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

  • People Pillar

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

Still appealing despite headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Janus Henderson Mid Cap Value earns Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JDPRX

More JDPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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