Janus Henderson Small-Mid Cap Value Fund (JVSAX) Research

This fund aims to achieve its investment goals by allocating a minimum of 80% of its net assets (including any borrowed capital for investment) to common stocks of small and mid-sized companies. These are defined as companies whose market capitalization is less than the 12-month average of the maximum market capitalization of firms listed in the Russell 2500 Value Index. Furthermore, if market conditions are deemed unfavorable by the portfolio managers, or if they are unable to identify compelling investment prospects, the fund may hold a larger proportion of its assets in cash or similar liquid investments.

Market snapshot

Symbol
JVSAX
Price
$16.65
Day change
+1.28%
Market cap
$71.7M
52-week range
14.45-16.84
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Chase Growth Fund (CHASX)
  • Driehaus Event Driven Fund (DEVDX)
  • Eventide Exponential Technologies Fund (ETIEX)
  • Government Street Mid-Cap Fund (GVMCX)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • Lord Abbett Focused Small Cap Value Fund (LMVYX)
  • Reynolds Blue Chip Growth Fund (RBCGX)
  • Redwood Managed Volatility Fund (RWDYX)

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