Janus Henderson Adaptive Global Allocation Fund (JAGSX) Research

This fund endeavors to fulfill its investment objectives by strategically allocating its capital across a diversified portfolio that includes worldwide stocks, global bonds, and, at times, instruments linked to commodities. It is permitted to invest in developing economies, though such positions are generally capped at 30% of its net assets at the time of acquisition. Given the characteristics of the securities it holds, this fund may exhibit a relatively higher rate of portfolio turnover compared to other investment vehicles.

Market snapshot

Symbol
JAGSX
Price
$10.02
Day change
+0.10%
Market cap
$36.2M
52-week range
9.43-10.89
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Bernzott U.S. Small Cap Value Fund (BSCVX)
  • BlackRock Enhanced Government Fund, Inc. (EGF)
  • Fidelity Disruptive Medicine Fund (FMEDX)
  • Fidelity Disruptive Communications Fund (FNETX)
  • Fidelity Disruptive Finance Fund (FNTEX)
  • GMO SGM Major Markets Fund (GSMFX)
  • The New Ireland Fund, Inc. (IRL)
  • Vivaldi Multi-Strategy Fund (OMOAX)

Open Janus Henderson Adaptive Global Allocation Fund (JAGSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.