About JDWRX
The Janus Henderson Global Research Fund Class R is an open-end mutual fund focused on achieving long-term capital growth by investing in a diversified portfolio of global large-cap companies. It employs a large blend investment style, seeking opportunities across both value and growth equities in developed and emerging markets. The fund is managed with a research-driven approach, targeting industry-leading firms with strong fundamentals and competitive advantages.
Notably, the portfolio exhibits significant exposure to the technology sector and other influential industries, with top holdings such as Microsoft, NVIDIA, Alphabet, Apple, Amazon.com, and Meta Platforms. This sector allocation underscores the fund’s emphasis on innovation and companies with robust global reach. Financial services, consumer defensive, and industrial companies also contribute meaningfully to the portfolio’s diversification.
With total net assets around $4.1 billion and a turnover rate of 28%, the fund is positioned within the Global Large-Stock Growth category. Its expense ratio is 1.40%, reflecting a higher cost structure relative to peers. The fund is typically geared towards retirement-focused investors seeking broad global equity exposure within a single vehicle.
Fund Family Janus Henderson
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JDWRX
Share Class Class R
Index MSCI World NR USD
JDWRX had a total return of 15.80% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.54%.
