About JAGRX
Janus Henderson Research Portfolio Institutional Shares is a mutual fund designed to achieve long-term capital growth by investing primarily in common stocks chosen for their growth potential. Positioned within the large growth category, the fund mainly targets companies in sectors such as technology, consumer cyclical, communication services, and financial services. Its portfolio is notably concentrated, with approximately half of its assets held in its top ten positions, featuring influential firms like Microsoft, Apple, NVIDIA, Amazon, and Alphabet. The fund maintains a cost advantage relative to peers, offering a competitive expense ratio and a below-average distribution fee level for institutional investors. With an emphasis on rigorous, independent research, the fund seeks to identify innovative and high-performing companies that can drive sustained growth. Janus Henderson Research Portfolio Institutional Shares plays a significant role for investors seeking diversified exposure to leading U.S. growth-oriented equities, while benefiting from experienced management and a time-tested investment philosophy focused on fundamental analysis.
Fund Family Janus Henderson
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JAGRX
Share Class Institutional Shares
Index Russell 1000 Growth TR
JAGRX had a total return of 7.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.02%.
