Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX) Research

This fund generally allocates a minimum of 80% of its total assets, including any borrowed capital for investment, to equity securities issued by U.S. companies. These holdings typically encompass common stocks, various types of depositary receipts, and real estate investment trusts (REITs). Its primary objective is to deliver market-competitive returns over a full economic cycle, but with a demonstrably lower level of price fluctuation compared to the Russell 1000® Index. The fund specifically aims for volatility that is approximately 0% to 40% less than that of the Russell 1000 Index.

Market snapshot

Symbol
JRSIX
Price
$13.05
Day change
+0.77%
Market cap
$648.5M
52-week range
11.3-13.49
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Conestoga SMid Cap Fund (CCSMX)
  • GuideMark Large Cap Core Fund (GMLGX)
  • Lord Abbett Convertible Fund (LACFX)
  • LSV Small Cap Value Fund (LVAQX)
  • Meridian Contrarian Fund (MFCAX)
  • BlackRock MuniHoldings Fund, Inc. (MHD)
  • BlackRock MuniHoldings New Jersey Quality Fund, Inc. (MUJ)
  • Marsico Midcap Growth Focus Fund (MXXIX)

Open Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.