Morningstar

Janus Henderson VIT Overseas Portfolio Service Class

Morningstar Medalist Rating
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Medalist Rating as of See Janus Henderson Investment Hub
  • NAV / 1-Day Return $57.41  /  +0.77 %
  • Fund Size $854.3M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.74%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Janus Henderson VIT Overseas Portfolio Service Class outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Janus Henderson VIT Overseas Portfolio Service Class’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Janus Henderson VIT Overseas Portfolio Service Class management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Janus Henderson VIT Overseas Portfolio Service Class’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sbidag Demerjian

Sbidag Demerjian

Summary

Established process, emerging team. Janus Henderson Overseas continues to stand out for its solid investment approach, but team questions remain. The strategy maintains its Above Average Process rating and Average People rating.

by Sbidag Demerjian
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

Canadian Natural Resources Ltd

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Energy

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Financial Services

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