- What does JERSX invest in?
- The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, REITs and similar REIT-like entities, such as foreign entities that have REIT characteristics and real estate operating companies.
- What is the expense ratio of JERSX?
- Janus Henderson Global Real Estate Fund - S Shares (JERSX) charges an expense ratio of 1.17%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JERSX?
- Janus Henderson Global Real Estate Fund - S Shares (JERSX) manages $332.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is JERSX actively managed or an index fund?
- JERSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JERSX launched?
- Janus Henderson Global Real Estate Fund - S Shares (JERSX) launched in November 2007 and is managed by Janus Henderson.
- How has JERSX performed?
- JERSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
