Janus Henderson Small Cap Value's subadvisor is restructuring, but the changes will not lessen its advantages. The experienced team and consistent, risk-averse approach remain in place, earning the strategy's cheapest share class a Morningstar Analyst Ratings of Silver, while the most expensive one is Neutral. The rest are Bronze.
Janus Henderson Small Cap Value I JSCOX
NAV / 1-Day Return
24.03
/
2.69
%
Total Assets
3.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.010%
Expense Ratio
1.010%
Fee Level
Above Average
Longest Manager Tenure
11.97
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
1,000,000
Status
Limited
TTM Yield
0.97%
Turnover
59%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JSCOX 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 JSCOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSCOX 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 JSCOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A restructuring subadvisor doesn't detract from this strategy's appeal.
