JDNAX Mutual Fund

JDNAX Mutual Fund

NAV$79.00
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Fund Essentials - as of Jun 30, 2026

Net Assets
$75M
Expense Ratio
0.98%
Dividend Yield (Current)
13.23%
Holdings
69
Inception Date
Jul 6, 2009
Fund Family
Janus Henderson Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+10.43%
1 Year+19.35%
3 Year+16.36%
5 Year+10.74%
10 Year+13.51%

Asset Allocation

Stocks: 99.92%
Other: 0.08%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc7.01%
MSFTMicrosoft Corp5.27%
AAPLApple, Inc4.31%
NVDANvidia Corp4.18%
AVGOBroadcom Inc3.73%
Top 10 Concentration: 37.10%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
13.23%
Frequency
Quarterly
Latest Distribution
$0.10
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

JDNAX Mutual Fund Overview

JDNAX Mutual Fund (Janus Henderson Growth and Income Fund Class A) is managed by Janus Henderson Investors with $74.7M in net assets. JDNAX expense ratio is 0.98%, holding 69 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-07-06.

JDNAX performance shows a YTD return of 10.43%. The 1-year return is 19.35% and the 5-year return is 10.74%. JDNAX dividend yield stands at 13.23%, paid quarterly.

JDNAX top holdings include Alphabet Inc (7.0%), Microsoft Corp (5.3%), Apple, Inc (4.3%), Nvidia Corp (4.2%), Broadcom Inc (3.7%). Go to all JDNAX holdings, JDNAX sectors, or JDNAX dividends.

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