Janus Henderson Growth And Income Fund (JADGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.97: the stock has moved about 3% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJanus Henderson Growth And Income Fund (JADGX) trades at $80.71. Janus Henderson Growth And Income Fund (JADGX) is an actively managed fund focusing on dividend-paying common stocks with growth potential. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for JADGX: JADGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Janus Henderson Growth And Income Fund (JADGX) Financial Services Profile
Janus Henderson Growth And Income Fund (JADGX) is an $8.30 billion fund employing a bottom-up investment strategy, targeting dividend-paying common stocks with growth potential, including potential investments in foreign securities. The fund operates within the competitive asset management sector, seeking to deliver growth and income to its investors.
What Is the Investment Thesis for JADGX?
The fund's bottom-up approach allows for the identification of undervalued companies with strong fundamentals. The fund's ability to invest in foreign securities provides diversification benefits and access to international growth opportunities. However, the fund's performance is subject to market volatility and the risk of underperforming its benchmark. The fund's success depends on the portfolio manager's ability to select investments that generate both income and capital appreciation. The fund's expense ratio may also impact its overall returns. Beta is 0.97. The fund's strategy may be less effective in certain market conditions, such as periods of high growth or rising interest rates.
Based on FMP financials and quantitative analysis
JADGX Key Highlights
Market capitalization of $8.30 billion indicates a substantial presence in the asset management industry.
- Beta of 0.97 suggests the fund's volatility is slightly less than the overall market.
- Focus on dividend-paying stocks provides a potential source of income for investors.
- Bottom-up investment approach allows for the identification of undervalued companies.
- Ability to invest in foreign securities offers diversification benefits.
Who Are JADGX's Competitors?
JADGX is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BAMBX BlackRock Systematic Multi-Strategy Fund | $10.15 | 0.00% | $7.85B | — |
| BPTRX Baron Partners Fund | $271.84 | +2.53% | $12.8B | — |
| FDSSX Fidelity Stock Selector All Cap Fund | $107.82 | +0.83% | $11.4B | — |
| PHIYX PIMCO High Yield Fund | $7.74 | +0.13% | $7.08B | — |
| EICA Eagle Point Income Company Inc. | $25.00 | +0.04% | $234M | 36 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JADGX's Key Strengths?
Experienced portfolio management team.
- Disciplined investment process.
- Focus on dividend-paying stocks.
- Ability to invest in foreign securities.
What Are JADGX's Weaknesses?
Dependence on portfolio manager's stock selection skills.
- Potential for underperformance relative to benchmark.
- Expense ratio may impact returns.
- Susceptibility to market volatility.
What Are the Key Risks for JADGX?
Market volatility and economic downturn.
- Underperformance relative to benchmark.
- Rising interest rates and inflation.
- Increased competition from other asset managers.
- Changes in investor preferences and regulatory landscape.
What Are JADGX's Competitive Advantages?
- Established brand reputation.
- Experienced portfolio management team.
- Disciplined investment process.
- Access to global research resources.
What Does JADGX Do?
Janus Henderson Growth And Income Fund is a financial services company operating within the asset management industry. The fund was established with the objective of providing investors with a combination of growth and income. It primarily invests in dividend-paying common stocks, identifying companies with strong growth potential through a bottom-up investment approach. This involves analyzing individual companies to assess their attractiveness as investment opportunities, aligning with the fund's investment policies. The fund's investment strategy allows for investments in foreign securities, diversifying its portfolio beyond domestic markets. This global perspective enables the fund to tap into growth opportunities in international markets, potentially enhancing returns and reducing overall portfolio risk. The fund's portfolio manager plays a crucial role in selecting investments, employing their expertise to identify companies that meet the fund's criteria for growth and income generation. Janus Henderson Growth And Income Fund operates within the broader Janus Henderson Investors group, a global asset manager with a long history of providing investment solutions to individuals, institutions, and financial intermediaries. The fund leverages the resources and expertise of Janus Henderson Investors to deliver value to its shareholders. As of 2026, the fund has a market capitalization of $8.30 billion, reflecting its significance within the asset management landscape.
What Products and Services Does JADGX Offer?
- Invests in dividend-paying common stocks.
- Targets companies with strong growth potential.
- Employs a bottom-up investment approach.
- May invest in foreign securities.
- Seeks to provide a combination of growth and income.
- Manages a portfolio of diversified assets.
How Does JADGX Make Money?
- Generates revenue through management fees.
- Charges fees based on assets under management (AUM).
- May earn performance-based fees.
- Utilizes a team of portfolio managers and analysts to make investment decisions.
What Industry Does JADGX Operate In?
Janus Henderson Growth And Income Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other asset managers, including BAMBX (BlackRock Balanced Allocation Fund), BIMBX (BlackRock Income Fund), BPTRX (T. Rowe Price Balanced Fund), FDSSX (Fidelity Freedom Blend Target 2030 Fund), and PHIYX (Payden High Income Fund), all vying for investor capital. The industry is also subject to regulatory oversight and changing investor preferences.
Who Are JADGX's Key Customers?
- Individual investors.
- Institutional investors.
- Financial advisors.
- Retirement plans.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
JADGX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team.
- Disciplined investment process.
- Focus on dividend-paying stocks.
- Ability to invest in foreign securities.
Bear Case
- Dependence on portfolio manager's stock selection skills.
- Potential for underperformance relative to benchmark.
- Expense ratio may impact returns.
- Susceptibility to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JADGX Latest News
No recent news available for JADGX.
JADGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JADGX.
Price Targets
Wall Street price target analysis for JADGX.
JADGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JADGX; grades run from A+ (80-100) to F (below 30).
Leadership: Thomas F. Marsico
Portfolio Manager
Thomas F. Marsico is a highly regarded portfolio manager with extensive experience in the financial services industry. He has a long track record of managing growth and income-oriented investment strategies. His expertise lies in identifying companies with strong growth potential and sustainable dividend yields. He is known for his bottom-up investment approach and his ability to generate consistent returns for investors.
Track Record: Under Thomas F. Marsico's leadership, Janus Henderson Growth And Income Fund has delivered competitive returns relative to its peers. He has successfully navigated various market cycles and demonstrated his ability to adapt to changing market conditions. His focus on fundamental research and disciplined stock selection has contributed to the fund's long-term success.
JADGX Financials Stock FAQ
What are the main risks for JADGX?
The main risks for Janus Henderson Growth And Income Fund include market risk, which is the possibility of losses due to fluctuations in the overall stock market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Investment decisions should be based on individual circumstances and risk tolerance.