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Morningstar

Janus Henderson Global Research C JWWCX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 86.48  /  0.37 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:57 PM GMT+0

Morningstar’s Analysis JWWCX

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Janus Henderson Global Research C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JWWCX

More JWWCX Holdings
  • Current Portfolio Date
  • Equity Holdings 109
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.51
170,881,269
Technology

Apple Inc

4.90
152,054,635
Technology

Alphabet Inc Class C

2.59
80,434,889
Communication Services

Amazon.com Inc

2.49
77,232,173
Consumer Cyclical

NVIDIA Corp

2.40
74,437,560
Technology

ASML Holding NV

2.11
65,361,755
Technology

Linde PLC

1.97
61,017,386
Basic Materials

Ferguson PLC

1.83
56,835,635
Industrials

JPMorgan Chase & Co

1.83
56,656,588
Financial Services

T-Mobile US Inc

1.79
55,534,442
Communication Services