A skilled management team leads Janus Henderson Global Real Estate, but its straightforward approach doesn’t stand out. All of the fund’s share classes earn a Morningstar Analyst Rating of Neutral.
Janus Henderson Global Real Estate S JERSX
NAV / 1-Day Return
14.05
/
0.07
%
Total Assets
948.8 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.
1.530%
Expense Ratio
1.530%
Fee Level
High
Longest Manager Tenure
4.64
years
Category
Global Real Estate
Investment Style
Mid BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
2.97%
Turnover
77%
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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 JERSX 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 JERSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JERSX 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 JERSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Fundamental real estate investing.
