About JDCAX
Janus Henderson Forty Fund Class A 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, meticulously selected for their high growth potential. While its investment universe spans companies of all market capitalizations, the emphasis is on large, well-established U.S. corporations, with notable holdings in leading technology, consumer cyclical, and financial services firms. Top positions frequently include major industry innovators such as Microsoft, NVIDIA, Amazon.com, and Apple. The fund's non-diversified approach allows for a significant allocation to its strongest convictions, with over half its assets often in the top ten holdings. Additionally, Janus Henderson Forty Fund Class A may invest in foreign and emerging market equities, enhancing global exposure. With a moderate expense ratio and a minimum initial investment requirement, the fund caters to investors seeking focused growth in the large-cap sector. It holds a prominent role within the large-growth mutual fund category, reflecting its strategy of targeting companies expected to outperform the broader market through innovation and robust revenue expansion.
Fund Family Janus Henderson
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JDCAX
Share Class Class A
Index Russell 1000 Growth TR
JDCAX had a total return of 7.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.81%.
