HWM - Janus Henderson Forty Fund Q1 2025 Commentary
2025-05-20 16:15:00 ET
Summary
- Janus Henderson Forty Fund returned -8.74% and the Russell 1000® Growth Index returned -9.97%.
- Stock selection in the consumer discretionary and financials sectors contributed to relative performance, while selection in information technology and healthcare detracted.
- Despite significant near-term volatility, we continue to focus on competitively advantaged companies positioning themselves for market share gains when conditions stabilize.
Performance - USD (%)
| Cumulative |
| Annualized |
| Returns |
| 1Q25 |
| YTD |
| 1 Yr |
| 3 Yr |
| 5 Yr |
| 10 Yr |
| Since Inception (05/01/97) |
| Class I Shares |
| -8.74 |
| -8.74 |
| 3.77 |
| 7.12 |
| 16.34 |
| 13.58 |
| 12.1 |
| Class T Shares |
| -8.77 |
| -8.77 |
| 3.63 |
| 6.97 |
| 16.16 |
| 13.39 |
| 11.92 |
| Class N Shares |
| -8.73 |
| -8.73 |
| 3.84 |
| 7.2 |
| 16.42 |
| 13.66 |
| 12.01 |
| Class A Shares @ NAV |
| -8.8 |
| -8.8 |
| 3.52 |
| 6.86 |
| 16.04 |
| 13.26 |
| 11.9 |
| Class A Shares @ MOP |
| -14.05 |
| -14.05 |
| -2.43 |
| 4.77 |
| 14.67 |
| 12.6 |
| 11.66 |
| Russell 1000 ® Growth Index |
| -9.97 |
| -9.97 |
| 7.76 |
| 10.1 |
| 20.09 |
| 15.12 |
| 9.7 |
| S&P 500 ® Index |
| -4.27 |
| -4.27 |
| 8.25 |
| 9.06 |
| 18.59 |
| 12.5 |
| 9.21 |