The analyst-driven structure at Janus Henderson Global Research confers little benefit to investors, especially given recent team turnover. It gets a Morningstar Analyst Rating of Neutral across all share classes.
Janus Henderson Global Research A JDWAX
NAV / 1-Day Return
100.40
/
1.36
%
Total Assets
3.3 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.
1.320%
Expense Ratio
1.320%
Fee Level
Above Average
Longest Manager Tenure
0.90
years
Category
World Large Stock
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.16%
Turnover
34%
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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 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.
Better options exist elsewhere.
