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Morningstar

Janus Henderson Forty S JARTX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 48.32  /  +0.35 %
  • Total Assets 19.3 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:15 AM GMT+0

Morningstar’s Analysis JARTX

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

  • People Pillar

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

Downgraded because of an upcoming manager retirement.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

An upcoming manager retirement merits caution on Janus Henderson Forty. The People rating on the strategy’s US-domiciled mutual fund as well as its UK- and Ireland-domiciled clones falls to Average from Above Average; the Process rating remains Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings JARTX

More JARTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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