JACAX Mutual Fund

JACAX Mutual Fund (Janus Henderson Forty Portfolio - Institutional Shares) is managed by Janus Henderson Investors. JACAX expense ratio is 0.62%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 1997-05-01.

JACAX performance shows a YTD return of 5.36%. The 1-year return is 10.55% and the 5-year return is 8.25%. JACAX dividend yield stands at 32.52%, paid semi-annually.

JACAX top holdings include Nvidia Corp (12.7%), Amazon.Com Inc (8.5%), Microsoft Corp (6.8%), Broadcom Inc (5.6%), Apple, Inc (5.5%). Go to all JACAX holdings, JACAX sectors, or JACAX dividends.

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