JDWAX Mutual Fund

JDWAX Mutual Fund (Janus Henderson Global Research Fund Class A) is managed by Janus Henderson Investors with $19.1M in net assets. JDWAX expense ratio is 1.13%, holding 120 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2009-07-06.

JDWAX performance shows a YTD return of 6.81%. The 1-year return is 8.16% and the 5-year return is 10.01%. JDWAX dividend yield stands at 0.28%, paid annually.

JDWAX top holdings include NVIDIA Corp (6.5%), Microsoft Corp (4.8%), Alphabet Inc Class C (4.7%), Amazon.com Inc (3.1%), Broadcom Inc (2.4%). Go to all JDWAX holdings, JDWAX sectors, or JDWAX dividends.

JDWAX can be compared against other funds. Use JDWAX overlap to find shared positions, or JDWAX vs another fund for a side-by-side view. JDWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.