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Morningstar

Janus Henderson Venture S JVTSX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 81.98  /  +1.74 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 23%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:32 PM GMT+0

Morningstar’s Analysis JVTSX

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

  • People Pillar

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

Solid.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Janus Henderson Venture earns Above Average People and Process ratings thanks to its solid management team and sensible approach to growth investing.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JVTSX

More JVTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
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