About JMVCX
The Janus Henderson Mid Cap Value Fund Class C is a mutual fund that primarily invests in publicly traded equity securities of mid-sized U.S. companies selected for their value characteristics. Its investment strategy focuses on identifying firms with solid fundamentals and attractive valuations across a range of sectors, seeking to deliver long-term capital appreciation while managing risk. The fund typically holds a diversified portfolio spanning industries such as utilities, energy, retail, and financial services, with notable holdings including Entergy Corp., Alliant Energy Corporation, Casey’s General Stores, and Freeport-McMoRan, Inc.
Managed by experienced professionals at Janus Henderson Investors, this fund targets the mid-cap segment, defined as companies within the middle 20% of U.S. market capitalization. The approach emphasizes disciplined value investing—favoring stocks perceived as undervalued relative to their intrinsic worth or future growth prospects. The fund is characterized by a moderate turnover rate and invests the majority of its assets, at least 80%, in equity securities, in line with its mandate.
Janus Henderson Mid Cap Value Fund Class C plays a specialized role in the financial market by offering investors a way to access potential growth and income opportunities presented by U.S. mid-cap value stocks, contributing to diversification within broader equity and retirement portfolios.
Fund Family Janus Henderson
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JMVCX
Share Class Class C
Index Russell MidCap Value TR
JMVCX had a total return of 14.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.92%.
