About JSCOX
Janus Henderson Small Cap Value Fund Class I is an actively managed mutual fund designed to achieve capital appreciation by investing primarily in the common stocks of small-cap companies. The fund concentrates on firms whose market capitalizations are within the range of the Russell 2000 Value Index and whose shares are identified by portfolio managers as undervalued relative to their intrinsic worth. At least 80% of its net assets are typically allocated to equity securities of these small companies, with the option to invest up to 20% in cash or similar instruments. The fund maintains a diversified portfolio, generally holding around 80–90 different stocks across a broad selection of industries, with sector allocations including energy, real estate, financial services, utilities, consumer cyclicals, and basic materials. Janus Henderson Small Cap Value Fund Class I is intended for institutional investors, as indicated by its high minimum investment requirement. The fund is distinguished by its focus on U.S. equities, with only a minor allocation to international holdings, and seeks to outperform benchmarks such as the Russell 2000 Value Index through disciplined value investing and active management. As a result, it plays a significant role for investors seeking exposure to undervalued small-cap U.S. equities within a diversified portfolio.
Fund Family Janus Henderson
Category Small Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JSCOX
Share Class Class I
Index Russell 2000 Value TR
JSCOX had a total return of 30.39% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.20%.
