About JACAX
Janus Henderson VIT Forty Portfolio Institutional Class is an actively managed mutual fund specializing in large-cap U.S. equities. Its primary objective is long-term capital growth, achieved by maintaining a concentrated portfolio of typically 30 to 40 high-conviction holdings. The fund targets companies with robust growth potential, as reflected by significant weights in sectors such as technology, consumer cyclical, financial services, and healthcare. Notable positions often include industry leaders like Microsoft, Amazon, NVIDIA, and Apple, with the top ten holdings comprising over half of total assets, underscoring its focused investment approach. Classified within the large growth category, the fund aims to outperform broader market indices by allocating capital to firms demonstrating strong earnings growth, competitive advantages, and market leadership. With total assets exceeding $1.2 billion and a relatively low expense ratio for its peer group, this institutional share class is designed for investors seeking diversified yet targeted exposure to dynamic U.S. growth companies. Since its 1997 launch, the fund has played a significant role in providing access to the U.S. large-cap growth segment for retirement and institutional portfolios.
Fund Family Janus Henderson
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JACAX
Share Class Institutional Shares
Index Russell 1000 Growth TR
JACAX had a total return of 10.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.72%.
