Invest In a Brighter Future
with our equity funds
Decades of outperforming Morningstar Categories
Our Equity Focused Mutual Funds
outperformed their Morningstar™
categories on a 20-year rolling basis
|9|4|%
of the time
This figure represents the Success Rate or frequency with which Janus Henderson equity-focused mutual funds with sufficient operating history outperformed their peer group over 20-year rolling monthly periods, beginning after each fund’s 20-year inception anniversary and ending 12/31/24. Please see footnote for full methodology.1
Equity mutual funds beating Morningstar Category
Our offerings apply a long-term approach that seeks to provide superior outcomes to our clients - and their clients - over the long - run.
20-year rolling monthly periods since each fund's inception ending 12/31/2024
Average excess return vs. Morningstar category peer groups.2
Percentage of Periods with better returns than Morningstar category peer groups.3
As of 12/31/2024. Past performance cannot guarantee future results. Statistics based on Class I Shares. For methodology, category breakdowns and standardized performance, click to view.
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Actionable equity investment ideas
Research Fund >
For investors seeking true fundamental stock selection for their equity portfolios by which sector expert insights are constructed to generate alpha.
For investors seeking to diversify their traditional equity portfolio through direct exposure to the rapid growth and innovation within the health care sector.
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For investors seeking above-market total returns by modeling inefficiencies in borrower behavior.
Past performance is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. See the standard performance for Janus Henderson’s equity-focused mutual funds as of 12/31/2024, view table.
(1) The Success Rate or outperformance rate calculated among a set of rolling monthly returns was observed for eligible Janus Henderson equity-focused mutual funds. Each observation used in the calculation compares a 20-year annualized performance figure against the median return of each respective fund’s Morningstar category. A minimum of 24 monthly observations was required for the calculation, thus only funds with 22 years of performance as of 12/31/2024 are included. A total of 14 out of 24 equity-focused mutual funds fit the criteria for inclusion. A total of 1556 periods were observed between 4/30/1985 and 12/31/2024, with 1459 of those showing outperformance. The analysis gives more emphasis to longer-standing funds since funds with longer operating histories have more 20-year rolling periods to observe.
Equity-focused mutual funds refers to Janus Henderson’s equity mutual funds as well as the Balanced Fund. Money market funds, fixed income funds, multi-asset funds (except Balanced Fund), and exchange-traded funds were excluded from this calculation. See the performance table with funds included in the statistic. Source: Morningstar. As of 12/31/2024. Statistics based on Class I Shares.
(2) Average amount of outperformance represents the average excess returns for Janus Henderson U.S. Equity Mutual Funds(4), International & Global Equity Mutual Funds(5), and Sector Equity Mutual funds(6) versus each fund’s respective Morningstar category peer group. Based on 20-year rolling monthly periods beginning after each fund’s 20-year inception anniversary and ending 12/31/2024. Each monthly period observed in the calculation compares 20-year annualized fund performance net of fees for eligible funds against the median return of each fund’s respective Morningstar category. A minimum of 24 monthly periods was required for the calculation thus only funds with 22-years of performance as of 12/31/2024, are included in the average amount of outperformance figures. The analysis gives more emphasis to funds with a longer operating history. Source: Morningstar. As of 12/31/2024. Statistics based on Class I Shares.
(3) Success Rate is the outperformance rate or percentage of time included funds experienced better performance than their respective Morningstar category peer group. The charts depict the Success Rate of Janus Henderson’s U.S. Equity Mutual Funds(4), International & Global Equity Mutual Funds(5), and Sector Equity Mutual funds(6) over 20-year rolling monthly periods beginning after each fund’s 20-year inception anniversary and ending 12/31/2024. The analysis gives more emphasis to funds with a longer operating history. Source: Morningstar. As of 12/31/2024. Statistics based on Class I Shares.
(4) The average amount of outperformance and success rate of U.S. Equity Mutual Funds includes: Balanced Fund (148 periods observed with 148 periods outperforming), Contrarian Fund (59 periods observed with 59 periods outperforming), Enterprise Fund (148 periods observed with 132 periods outperforming), Forty Fund (92 periods observed with 92 periods outperforming), Growth & Income Fund (164 periods observed with 162 periods outperforming), Mid Cap Value Fund (77 periods observed with 70 periods outperforming), Research Fund (140 periods observed with 137 periods outperforming), Small Cap Value Fund (121 periods observed with 113 periods outperforming), and Venture Fund (237 periods observed with 197 periods outperforming). For this figure, a total of 1,138 monthly, 20-year periods were observed with 1,063 of those showing outperformance.
(5) The average amount of outperformance and success rate of International & Global Equity Mutual Funds includes: European Focus Fund (41 periods observed with 41 periods outperforming), Global Select Fund (55 periods observed with 47 periods outperforming), and Overseas Fund (128 periods observed with 119 periods outperforming). For this figure, a total of 224 monthly, 20-year periods were observed with 207 of those showing outperformance.
(6) The average amount of outperformance and success rate of Sector Equity Mutual Funds includes: Global Life Sciences Fund (73 periods observed with 69 periods outperforming), and Global Technology and Innovation Fund (73 periods observed with 73 periods outperforming). For this figure, a total of 146 monthly, 20-year periods were observed with 142 of those showing outperformance.