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Morningstar

Janus Henderson Global Real Estate T JERTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.16  /  0.58 %
  • Total Assets 593.0 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.39%
  • Turnover 68%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:34 PM GMT+00:00

Morningstar’s Analysis JERTX

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

People Pillar

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

A high-conviction global real estate portfolio.

Associate Director

Summary

| by Adam Millson

Experienced managers lead Janus Henderson Global Real Estate’s high-conviction portfolio. However, their bottom-up approach to security selection doesn’t present a distinct edge versus peers. The fund continues to receive a Morningstar Analyst Rating of Neutral rating across all share classes.

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