About JRSIX
Janus Henderson Adaptive Risk Managed US Equity Fund - I Shares is an actively managed mutual fund designed to deliver market-like returns with reduced volatility over a full market cycle. Classified within the large blend category, the fund employs a quantitative, systematic investment process to construct a diversified portfolio of U.S. large-cap equities. Its primary objective is to generate returns similar to those of the Russell 1000 Index, while aiming for volatility levels that can be up to 40% lower than the index, making it suitable for investors seeking equity exposure with a more measured risk profile. The fund's portfolio features prominent holdings in technology, communication services, consumer cyclical, and financial services sectors, with companies such as Apple, Microsoft, NVIDIA, and Alphabet among its top positions. Targeted primarily at institutional investors, this share class maintains a relatively high turnover rate and a below-average expense ratio, reflecting its dynamic, risk-managed approach to U.S. equity investing.
Fund Family Janus Henderson
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JRSIX
Share Class Class I
Index Russell 1000 TR USD
JRSIX had a total return of 12.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.38%.
