About JCAPX
Janus Henderson Forty Fund Class I is an actively managed mutual fund focused on delivering long-term capital growth. The fund primarily invests in a concentrated portfolio of 30 to 40 common stocks, with an emphasis on established large-cap companies identified for their strong growth potential. By maintaining a focused selection of holdings, the fund aims to capitalize on high-conviction investment ideas, primarily within the technology, consumer cyclical, financial services, healthcare, and communication services sectors. Notable portfolio companies include Microsoft, NVIDIA, Amazon, Apple, and Meta Platforms, underscoring its orientation toward leading innovators and industry leaders. The fund may also invest in non-U.S. and emerging market securities, broadening its exposure to global growth opportunities. Designed for institutional investors, Janus Henderson Forty Fund Class I requires a high minimum initial investment and features an expense ratio below the category average. Its targeted approach and in-depth research reflect a commitment to identifying companies poised for long-term expansion, making it a significant player in the large-growth segment of the mutual fund market.
Fund Family Janus Henderson
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JCAPX
Share Class Class I
Index Russell 1000 Growth TR
JCAPX had a total return of 11.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.67%.
