JRSIX – JH Adaptive Risk Mgd U.S. Eq I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, including, but not limited to, common stocks, depositary receipts. It seeks to achieve market-like returns with lower volatility over a full market cycle than the Russell 1000® Index. The fund seeks to generate such returns with volatility that can range from approximately 0% to 40% lower than the Russell 1000 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JRSSX	Janus Henderson Adaptive Risk Managed US Equity Fund - S Shares	No Load	Open			Dec 30, 2005	$5.36M	1.090%	High	$2,500	−$629,476.86
JRSTX	Janus Henderson Adaptive Risk Managed US Equity Fund - T Shares	No Load	Open			Jul 6, 2009	$103.80M	0.820%	Average	$2,500	−$15.41M
JRSDX	Janus Henderson Adaptive Risk Managed US Equity Fund - D Shares	No Load	Open			Dec 22, 2014	$371.43M	0.700%	Average	$2,500	−$37.92M
JRSIX	Janus Henderson Adaptive Risk Managed US Equity Fund - I Shares	Institutional	Open			Dec 30, 2005	$52.55M	0.650%	Average	$2,500	−$6.29M
JRSNX	Janus Henderson Adaptive Risk Managed US Equity Fund - N Shares	Institutional	Open			Oct 28, 2014	$45.06M	0.580%	Below Average	$1M	−$5.79M
JRSAX	Janus Henderson Adaptive Risk Managed US Equity Fund - A Shares	Front Load	Open			Dec 30, 2005	$27.52M	0.900%	Below Average	$2,500	−$3.47M
JRSCX	Janus Henderson Adaptive Risk Managed US Equity Fund - C Shares	Level Load	Open			Dec 30, 2005	$2.61M	1.670%	Average	$2,500	−$2.42M

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