JRSIX Mutual Fund

JRSIX Mutual Fund

NAV$13.11
See how much of JRSIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$665M
Expense Ratio
0.65%
Dividend Yield (Current)
9.45%
Holdings
88
Inception Date
Dec 30, 2005
Fund Family
Janus Henderson Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.38%
1 Year+13.68%
3 Year+15.07%
5 Year+8.50%
10 Year+10.56%

Asset Allocation

Stocks: 99.53%
Other: 0.47%
See how much of JRSIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp.7.61%
AAPLApple, Inc6.82%
GOOGAlphabet Inc. C6.42%
MSFTMicrosoft Corp4.86%
AMZNAmazon.Com Inc3.65%
Top 10 Concentration: 43.05%Report Date: Mar 31, 2026
Download all 88 holdings for JRSIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.45%
Frequency
Annually
Latest Distribution
$1.51
-

Peer Comparison

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

JRSIX Mutual Fund Overview

JRSIX Mutual Fund (Janus Henderson Adaptive Risk Managed US Equity Fund Class I) is managed by Janus Henderson Investors with $664.9M in net assets. JRSIX expense ratio is 0.65%, holding 88 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2005-12-30.

JRSIX performance shows a YTD return of 6.38%. The 1-year return is 13.68% and the 5-year return is 8.50%. JRSIX dividend yield stands at 9.45%, paid annually.

JRSIX top holdings include Nvidia Corp. (7.6%), Apple, Inc (6.8%), Alphabet Inc. C (6.4%), Microsoft Corp (4.9%), Amazon.Com Inc (3.6%). Go to all JRSIX holdings, JRSIX sectors, or JRSIX dividends.

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