- What does JSMGX invest in?
- The fund's objective is achieved by allocating a minimum of 50% of its equity portfolio to smaller and mid-sized companies. It also has the flexibility to invest in larger corporations that exhibit significant growth potential. For the purpose of this fund, portfolio managers classify small and mid-sized businesses as those whose market capitalization, at the moment of purchase, aligns with the range of companies found within the Russell 2500® Growth Index. Furthermore, the fund is permitted to invest in international securities, which may encompass holdings in emerging markets.
- What is the expense ratio of JSMGX?
- Janus Henderson Triton Fund (JSMGX) charges an expense ratio of 0.78%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JSMGX?
- Janus Henderson Triton Fund (JSMGX) manages $6.01B 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 JSMGX actively managed or an index fund?
- JSMGX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JSMGX's is 0.78%) because there's no security selection cost.
- When was JSMGX launched?
- Janus Henderson Triton Fund (JSMGX) launched in November 2005 and is managed by Janus Henderson.
- How has JSMGX performed?
- JSMGX'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.