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Morningstar

Janus Henderson Mid Cap Value S JMVIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 16.03  /  0.99 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.78%
  • Turnover 52%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis JMVIX

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

People Pillar

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

A reliable defensive option.

Analyst

Summary

| by Eric Schultz

Janus Henderson Mid Cap Value demonstrated its typical resilience in 2022’s decline. Its separate account and cheapest shares continue to merit Morningstar Analyst Ratings of Silver, while more expensive shares are rated Bronze.

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