Morningstar

JH Adaptive Risk Mgd U.S. Eq I JRSIX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 11.94  /  +0.67 %
  • Total Assets 631.8 Mil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.47%
  • Turnover 250%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:53 PM GMT+0

Morningstar’s Analysis JRSIX

Will JRSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JRSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JRSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A high-turnover, quantitative approach.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Janus Henderson Adaptive Risk Managed US Equity’s systematic investment process yields useful insights around market expectations, but the team’s application of those insights lacks an edge.

by Ben Sater
Rated on Published on

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Portfolio Holdings JRSIX

More JRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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