Janus Henderson Global Real Estate benefits from an expert management team that has a strong track record running global real estate strategies. The qualitative nature of the process has done well, but questions about its repeatability holds the Morningstar Analyst Rating of Neutral across all share classes.
Janus Henderson Global Real Estate A JERAX
NAV / 1-Day Return
15.43
/
0.46
%
Total Assets
828.2 Mil
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.
1.360%
Expense Ratio
1.360%
Fee Level
Above Average
Longest Manager Tenure
4.03
years
Category
Global Real Estate
Investment Style
Mid BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
1.32%
Turnover
69%
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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 JERAX 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 JERAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JERAX 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 JERAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Expert managers continue this fund’s hot streak.
