Despite recent headwinds, Janus Henderson Small Cap Value continues to benefit from a tenured team, risk-averse approach, and low fees. Its cheapest shares earn Morningstar Analyst Ratings of Silver, while more expensive ones are Bronze.
Janus Henderson Small Cap Value T JSCVX
NAV / 1-Day Return
21.23
/
0.84
%
Total Assets
3.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Below Average
Longest Manager Tenure
13.30
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
2,500
Status
Limited
TTM Yield
0.83%
Turnover
53%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JSCVX 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 JSCVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JSCVX 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 JSCVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still appealing.
