Janus Henderson Adaptive Risk Managed US Equity’s new approach is systematic and run by a capable team, but it has more to prove, supporting a renewed Morningstar Analyst Rating of Neutral across all share classes.
JH Adaptive Risk Mgd U.S. Eq C JRSCX
- NAV / 1-Day Return 10.21 / +0.89 %
- Total Assets 609.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.620%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.04%
- Turnover 313%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis JRSCX
Will JRSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.75 | 40.7 Mil | Technology |
Apple Inc | 6.01 | 36.3 Mil | Technology |
Alphabet Inc Class A | 3.33 | 20.1 Mil | Communication Services |
Amazon.com Inc | 2.99 | 18.0 Mil | Consumer Cyclical |
Schwab US Large-Cap ETF™ | 2.04 | 12.3 Mil | — |
NVIDIA Corp | 1.91 | 11.5 Mil | Technology |
Berkshire Hathaway Inc Class B | 1.71 | 10.3 Mil | Financial Services |
Johnson & Johnson | 1.58 | 9.5 Mil | Healthcare |
Abbott Laboratories | 1.41 | 8.5 Mil | Healthcare |
UnitedHealth Group Inc | 1.39 | 8.4 Mil | Healthcare |