American Century Mid Cap Value 529 Portfolio (CJEAX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 31.58 |
| YTD Return | -5.41% |
| 1-Year Return | -3.31% |
| 5-Year Return | 26.98% |
| 52-Week Low | 25.51 |
| 52-Week High | 33.19 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CJEAX
Janus Henderson Enterprise 529 Portfolio Class A is an equity-focused investment option within the 529 college savings plan structure. Designed to help families save for future educational expenses, this portfolio primarily invests in U.S. stocks, with a strong focus on mid-cap growth companies. The investment strategy emphasizes sustainable, long-duration growth by selecting businesses with resilient models, significant competitive advantages, and large addressable markets, while avoiding those reliant on rapid, unsustainable expansion. The portfolio is actively managed by a team with deep expertise in small- and mid-cap equities, leveraging thorough fundamental research to construct its holdings. This portfolio is structured to provide exposure to medium-sized firms across a range of sectors, seeking to balance growth potential with moderated risk. With 100% of its assets typically allocated to domestic equities, it caters to investors seeking equity growth for college savings goals without direct international, bond, or real estate exposure. As part of a 529 plan, the portfolio offers advantages such as tax-deferred growth and potential state tax benefits when used for qualified educational expenses. Its role in the financial market is to provide a targeted, growth-oriented vehicle for education-focused investors utilizing the unique benefits of 529 plans.
Performance
CJEAX had a total return of -3.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.07%.