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Morningstar

Janus Henderson Global Research A JDWAX

Morningstar Analyst Rating
Quantitative rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 86.41  /  0.76 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.58%
  • Turnover 33%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis JDWAX

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

People Pillar

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

Summary

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Janus Henderson Global Research A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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