Janus Henderson Global Research Fund

Frequently Asked Questions About JWGRX

What does JWGRX invest in?

The Janus Henderson Global Research Fund aims for long-term capital appreciation by primarily investing in common stocks identified for their strong growth potential. Its investment universe spans the globe, allowing it to acquire stakes in companies of all sizes, from large, established multinational corporations to smaller, rapidly expanding ventures. The fund typically commits a minimum of 40% of its net assets to securities issued by or economically linked to companies operating in various international markets, specifically excluding the United States. Additionally, it reserves the flexibility to hold a substantial portion of its portfolio in developing economies.

What is the expense ratio of JWGRX?

Janus Henderson Global Research Fund (JWGRX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JWGRX?

Janus Henderson Global Research Fund (JWGRX) manages $4.83B 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 JWGRX actively managed or an index fund?

JWGRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JWGRX launched?

Janus Henderson Global Research Fund (JWGRX) launched in August 1999 and is managed by Janus Henderson.

How has JWGRX performed?

JWGRX'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.