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Morningstar

JH Adaptive Risk Mgd U.S. Eq I JRSIX

Morningstar Analyst Rating
Analyst rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 9.58  /  1.14 %
  • Total Assets 608.6 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 152%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis JRSIX

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

People Pillar

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

Big changes ahead.

Analyst

Summary

| by Eric Schultz

Janus Henderson U.S. Managed Volatility's new team, approach, and name merit caution and a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor