About JFRDX
Janus Henderson Forty Fund Class D is an actively managed mutual fund focused on long-term capital growth through a concentrated portfolio of primarily 30 to 40 common stocks. Targeting the large growth category, the fund primarily invests in well-established, large-cap U.S. companies with strong growth potential, though it can allocate a portion—typically less than 10%—to select foreign equities. The investment approach is fundamentally research-driven, emphasizing companies with durable competitive advantages and differentiated market positioning. The portfolio is non-diversified, with a significant portion of assets often concentrated in a handful of high-conviction names; the top ten holdings typically account for over half of total assets. Key holdings frequently span technology, consumer cyclical, financial services, and healthcare sectors, with notable companies such as Microsoft, Amazon, NVIDIA, Apple, and Eli Lilly regularly featured. The fund benchmarks its performance against the Russell 1000 Growth Index and adheres to a disciplined, bottom-up stock selection process. Janus Henderson Forty Fund Class D plays a significant role in the U.S. large-cap growth segment, offering investors targeted exposure to industry leaders and innovators with the aim of delivering above-market returns over the long term.
Fund Family Janus Henderson
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JFRDX
Share Class Class D
Index Russell 1000 Growth TR
JFRDX had a total return of 5.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.69%.
