About JSVDX
Janus Henderson Small-Mid Cap Value Fund Class D is an open-end mutual fund that focuses on investing in U.S. small- and mid-cap companies with value characteristics. The fund's primary objective is to provide long-term capital growth by selecting stocks that are considered undervalued relative to their intrinsic worth. It maintains a diversified portfolio, typically allocating assets across sectors such as industrials, financial services, real estate, technology, healthcare, and consumer cyclical industries. Notable holdings include companies like Carlisle Companies, Lamar Advertising, and The Hartford Financial Services Group, reflecting a blend of industry exposure aimed at balancing growth opportunities with mitigating risk.
With total assets around $110 million and a below-average expense ratio within its peer group, this fund is positioned as a cost-effective option for investors seeking exposure to the value segment of the small- and mid-cap market. The fund's investment approach is characterized by active management and a moderate portfolio turnover rate, aiming to identify mispriced securities with the potential for appreciation. By targeting value stocks in this size range, the fund plays a role in providing diversification for investors looking beyond large-cap equities and seeking to capture the unique growth and valuation opportunities found in the broader U.S. equity landscape.
Fund Family Janus Henderson
Category Small Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JSVDX
Share Class Class D
Index Russell 2500 Value TR
JSVDX had a total return of 12.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.62%.
