Effective Jan. 26, 2024, Christopher O’Malley became a comanager on Janus Henderson Overseas. He began working alongside lead manager Julian McManus as an assistant manager on this strategy in 2023. Prior to that, he was an analyst focusing primarily on European industrials; he was also the industrials sector head. Overall, he has 26 years of industry experience and seven years at Janus Henderson. O’Malley’s promotion to comanager backfilled a vacancy created when former lead manager George Maris left unexpectedly in August 2023. While it is encouraging that Janus can promote from within, O’Malley is untested as a first-time manager. Additionally, McManus—although experienced— lacks a relevant record independent of Maris, so he is also relatively untested as a manager. The strategy retains its Average People and Above Average Process ratings.
Janus Henderson Overseas T JAOSX
- NAV / 1-Day Return 48.44 / +0.27 %
- Total Assets 3.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.21%
- Turnover 42%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 11:27 PM GMT+0
Morningstar’s Analysis JAOSX
Will JAOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 5.90 | 188.9 Mil | Technology |
BAE Systems PLC | 5.16 | 165.5 Mil | Industrials |
Teck Resources Ltd Class B (Sub Voting) | 4.47 | 143.2 Mil | Basic Materials |
BNP Paribas Act. Cat.A | 4.41 | 141.5 Mil | Financial Services |
ASML Holding NV | 3.78 | 121.1 Mil | Technology |
Samsonite International SA | 3.69 | 118.2 Mil | Consumer Cyclical |
Dai-ichi Life Holdings Inc | 3.58 | 114.9 Mil | Financial Services |
Deutsche Telekom AG | 3.46 | 110.8 Mil | Communication Services |
Canadian Natural Resources Ltd | 3.28 | 105.1 Mil | Energy |
Liberty Formula One Group Registered Shs Series -C- Formula One | 3.24 | 103.8 Mil | Communication Services |