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Janus Henderson Global Technology and Innovation Fund (JATAX)

53.35
-0.33
(-0.61%)
At close: 8:06:15 AM EDT
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  • Previous Close 53.68
  • YTD Return -1.73%
  • Expense Ratio 0.98%
  • Category Technology
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 7.1B
  • Beta (5Y Monthly) 1.29
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.00
  • Inception Date Dec 31, 1998

The fund pursues its investment objective by investing at least 80% of its net assets in securities of companies that the portfolio management believes will benefit significantly from advances or improvements in technology. It implements this policy by investing primarily in equity securities of U.S. and foreign companies selected for their growth potential. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. It is non-diversified.

Janus Henderson

Fund Family

Technology

Fund Category

7.1B

Net Assets

1998-12-31

Inception Date

Performance Overview: JATAX

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Trailing returns as of 3/28/2025. Category is Technology.

YTD Return

JATAX
1.73%
Category
12.31%
 

1-Year Return

JATAX
14.17%
Category
53.90%
 

3-Year Return

JATAX
13.87%
Category
27.50%
 

5-Year Return

JATAX
17.65%
Category
28.80%
 

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Holdings: JATAX

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Sector Weightings

SectorJATAX
Technology   75.37%
Utilities   0.63%
Real Estate   0.31%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: JATAX

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Research Reports: JATAX

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