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JH Adaptive Risk Mgd U.S. Eq C JRSCX

Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 10.21  /  +0.89 %
  • Total Assets 609.1 Mil
  • Adj. Expense Ratio
    1.620%
  • 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.

A new, risk-aware, systematic approach.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

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.

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Portfolio Holdings JRSCX

  • 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