About JGRTX
Janus Henderson Enterprise Fund Class S is a mutual fund specializing in mid-cap growth equity investments. Its core objective is to achieve long-term capital appreciation by primarily investing in common stocks of U.S. companies exhibiting sustainable and durable growth characteristics. The fund emphasizes a bottom-up, fundamental investment approach, seeking out medium-sized businesses with strong competitive advantages, sizable addressable markets, and resilient business models. Janus Henderson avoids companies with rapid but unsustainable growth, aiming for lower volatility compared to the broader mid-cap growth category. The fund is managed by an experienced team with a deep focus on mid-cap equities, and it diversifies across multiple sectors, including technology, financial services, healthcare, and industrials. With assets exceeding $22 billion, a modest turnover rate, and an expense ratio of 1.16%, the fund holds a prominent position within the mid-cap growth segment, regularly benchmarking its performance against the Russell Midcap Growth Index. As such, Janus Henderson Enterprise Fund Class S plays a significant role in offering investors access to innovative, growth-oriented companies positioned between small and large capitalization thresholds.
Fund Family Janus Henderson
Category Mid-Cap Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol JGRTX
Share Class Class S
Index Russell MidCap Growth TR
JGRTX had a total return of 5.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.40%.
