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Morningstar

Janus Henderson Small Cap Value R JDSRX

Morningstar Analyst Rating
Analyst rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 23.41  /  0.26 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:43 PM GMT+00:00

Morningstar’s Analysis JDSRX

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

People Pillar

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

A reliable defensive option.

Analyst

Summary

| by Eric Schultz

Janus Henderson Small Cap Value demonstrated its typical resilience in 2022’s decline. Its cheapest shares continue to merit Morningstar Analyst Ratings of Silver, while more expensive ones are rated Bronze.

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