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Morningstar

Janus Henderson Research C JRACX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 56.79  /  0.21 %
  • Total Assets 16.9 Bil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:55 PM GMT+0

Morningstar’s Analysis JRACX

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

People Pillar

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

Better options elsewhere.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

The analyst-driven structure at Janus Henderson Research lacks an edge. All share classes earn Morningstar Medalist Ratings of Neutral.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JRACX

More JRACX Holdings
  • Current Portfolio Date
  • Equity Holdings 83
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Apple Inc

7.03
1,207,980,031
Technology

NVIDIA Corp

6.27
1,076,493,677
Technology

Alphabet Inc Class C

6.00
1,030,651,145
Communication Services

Amazon.com Inc

5.36
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Consumer Cyclical

Meta Platforms Inc Class A

4.60
790,521,078
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Visa Inc Class A

2.23
383,638,969
Financial Services

Mastercard Inc Class A

2.23
382,280,006
Financial Services

UnitedHealth Group Inc

2.11
362,807,057
Healthcare

Adobe Inc

2.01
344,804,578
Technology