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Janus Henderson Research Portfolio - Institutional Shares: (MF: JAGRX)

(NASDAQ Mutual Funds) As of Nov 20, 2025 06:18 PM ET

$62.52 USD

-1.30 (-2.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank	Definition
1	Strong Buy
2	Buy
3	Hold
4	Sell
5	Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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1-Strong Buy 1

View All Zacks Mutual Fund Rank #1's

Zacks Mutual Funds Categories Large Cap Growth

Latest Performance as of Oct 31, 2025

	Total Return %*	Percentile Rank Objective
YTD	21.23	9
3 months	7.14	33
6 months	31.12	10
1 Year	27.89	9
3 Year	32.63	2
5 Year	17.74	9
10 Year	16.15	9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07)	94.78
Bear Market (10/07 - 2/09)	-48.34
Bull Market (2/09 - 3/21)	1,265.29

Load Adjusted Returns as of Oct 31, 2025

1 Year	17.02
5 Year	15.15
10 Year	16.00
Since Inception	10.13

Quarterly Return

	1st Qtr.	2nd Qtr.	3rd Qtr.	4th Qtr.
2025	-9.56	19.75	8.30	NA
2024	15.43	8.40	2.44	5.56
2023	14.02	12.98	-2.46	13.92
2022	-10.40	-22.17	-4.36	5.27
2021	0.54	11.21	-0.49	8.14
2020	-15.10	26.72	11.82	10.51

Chart for Janus Henderson Research Portfolio - Institutional Shares JAGRX

Zacks Premium Research for JAGRX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank	Definition
1	Strong Buy
2	Buy
3	Hold
4	Sell
5	Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1

MF Report

Annual Return

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
% Total Return	21.23	35.32	43.17	-29.79	20.32	32.95	35.52	-2.58	27.89	0.50	5.35
% Total Return Rel to Index	4.02	10.30	16.92	-11.59	-8.35	14.55	4.03	1.81	6.09	-11.43	3.96
% Total Return Rel to Peer	8.71	15.93	20.17	-10.09	-1.73	13.03	7.10	4.27	7.21	-7.31	6.95
% Perf Quintile vs Peer*	0.00	0.00	1.00	4.00	4.00	2.00	1.00	2.00	2.00	5.00	1.00
% Dividends	0.00	0.01	0.05	0.11	0.05	0.17	0.17	0.20	0.13	0.16	0.23
% Yield	0.00	0.02	0.11	0.27	0.08	0.32	0.38	0.56	0.34	0.50	0.59
Capital Gains ($)	4.81	1.55	0.00	7.83	2.71	3.60	4.20	1.85	0.32	1.86	6.78
Expense Ratio	0.79	0.67	0.57	0.56	0.60	0.60	0.59	0.58	0.65	0.62	0.71

* 1 = Top 20%, 5 = Bottom 20%