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 |
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Janus Henderson Forty Fund Q1 2025 CommentaryNASDAQ: PCVX
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