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Morningstar

Janus Henderson Global Research S JWGRX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 105.62  /  −0.33 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.43%
  • Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:21 PM GMT+0

Morningstar’s Analysis JWGRX

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

  • People Pillar

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

Janus Henderson Global Research S's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JWGRX

More JWGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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