Janus Henderson Small Cap Value Fund Class A (JDSAX) Research

This fund principally aims to meet its investment targets by committing capital to the common shares of smaller businesses identified by its portfolio managers as undervalued. Under typical conditions, a minimum of 80% of its total net assets (plus any capital acquired through borrowing for investment purposes) is channeled into equities of small companies. A "small company" is specifically defined as one whose market capitalization, at the point of initial acquisition, registers below the average of the highest market capitalizations within the Russell 2000® Value Index over the preceding twelve months. The fund also holds the flexibility to allocate up to 20% of its net assets to cash or highly liquid equivalent holdings.

Market snapshot

Symbol
JDSAX
Price
$26.61
Day change
+1.37%
Market cap
$3.5B
52-week range
21.38-26.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Artisan International Small-Mid Fund (APHJX)
  • Columbia Large Cap Index Fund Institutional 2 Class (CLXRX)
  • Fidelity Advisor Small Cap I (FSCIX)
  • Invesco Small Cap Growth Fund Class R5 (GTSVX)
  • Janus Henderson Mid Cap Value Fund Class A (JDPAX)
  • Janus Henderson Mid Cap Value Fund - T Shares (JMCVX)
  • Janus Henderson Mid Cap Value Fund Class S (JMVIX)
  • Janus Henderson Small Cap Value Fund Class L (JSIVX)

Open Janus Henderson Small Cap Value Fund Class A (JDSAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.