Janus Henderson Mid Cap Value Fund Class A (JDPAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.89: the stock has moved about 11% 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 Mid Cap Value Fund Class A (JDPAX) trades at $16.73. Janus Henderson Mid Cap Value Fund Class A (JDPAX) is a financial services company focused on asset management. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for JDPAX: JDPAX 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 Mid Cap Value Fund Class A (JDPAX) Financial Services Profile
Janus Henderson Mid Cap Value Fund Class A (JDPAX) strategically invests in undervalued mid-cap stocks, benchmarked against the Russell Midcap Value Index. Employing a value investing approach, the fund seeks long-term capital appreciation by identifying companies with unrecognized potential within the financial services sector, while managing risk through diversification.
What Is the Investment Thesis for JDPAX?
The fund's strategy of targeting undervalued companies within the Russell Midcap Value Index offers potential for long-term capital appreciation. A key value driver is the fund's ability to identify companies with unrecognized intrinsic value, which can lead to outperformance as the market corrects its valuation. Growth catalysts include the potential for increased investor interest in value strategies and the continued economic recovery, which could benefit mid-cap companies. The fund's beta of 0.89 suggests lower volatility compared to the overall market. Potential risks include market fluctuations and the possibility of the fund's investment strategy underperforming its benchmark.
Based on FMP financials and quantitative analysis
JDPAX Key Highlights
The fund invests at least 80% of its net assets in equity securities of companies within the market capitalization range of the Russell Midcap Value Index.
- The fund may invest up to 20% of its net assets in securities of companies outside the Russell Midcap Value Index capitalization range.
- The fund's investment strategy focuses on identifying undervalued mid-sized companies.
- The fund's beta is 0.89, indicating lower volatility compared to the broader market.
- The fund does not offer a dividend yield.
Who Are JDPAX's Competitors?
JDPAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAGPX American Beacon Large Cap Value Fund Investor Class | $24.60 | +0.65% | $2.90B | — |
| ABSYX American Beacon Small Cap Value Fund Class Y | $27.82 | +0.25% | $3.75B | — |
| AVFIX American Beacon Small Cap Value Fund Class R5 | $28.53 | +1.28% | $3.74B | — |
| DEVIX Delaware Small Cap Value Fund Institutional Class | $76.12 | +1.12% | $3.35B | — |
| FSCIX Fidelity Advisor Small Cap I | $40.84 | +0.42% | $3.94B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JDPAX's Key Strengths?
Experienced portfolio management team
- Disciplined value investing approach
- Established brand reputation of Janus Henderson Investors
- Diversified portfolio of mid-cap stocks
What Are JDPAX's Weaknesses?
Dependence on the performance of the portfolio management team
- Potential for underperformance relative to the benchmark
- Exposure to market fluctuations
- Lack of dividend yield
What Are the Key Risks for JDPAX?
Market volatility and economic downturns impacting fund performance.
- Increased competition from other asset managers.
- Changes in interest rates and inflation affecting investment valuations.
- Regulatory changes impacting the asset management industry.
- Dependence on the performance of the portfolio management team.
What Are JDPAX's Competitive Advantages?
- Established brand reputation of Janus Henderson Investors.
- Experienced portfolio management team.
- Disciplined value investing approach.
- Access to research and resources of Janus Henderson Investors.
What Does JDPAX Do?
Janus Henderson Mid Cap Value Fund Class A (JDPAX) is a financial services entity operating within the asset management industry. The fund focuses on identifying and investing in mid-sized companies whose stock prices are deemed undervalued by its portfolio managers. The fund's investment strategy is rooted in the principles of value investing, seeking to capitalize on market inefficiencies and generate long-term capital appreciation for its investors. JDPAX allocates at least 80% of its net assets, potentially including borrowings for investment purposes, into the equity securities of companies that align with the market capitalization range of the Russell Midcap Value Index at the time of purchase. This benchmark serves as a guideline for the fund's core investment focus. The fund retains the flexibility to invest up to 20% of its net assets in securities of companies with market capitalizations outside the specified range, allowing for opportunistic investments and diversification. The fund is managed by Janus Henderson Investors, a global asset manager with a long history of investment expertise. The fund operates primarily in the United States.
What Products and Services Does JDPAX Offer?
- Invests in common stocks of mid-sized companies.
- Focuses on companies whose stock prices are believed to be undervalued.
- Allocates at least 80% of net assets in companies within the Russell Midcap Value Index capitalization range.
- May invest up to 20% of net assets in companies outside the Russell Midcap Value Index capitalization range.
- Seeks long-term capital appreciation.
- Employs a value investing strategy.
How Does JDPAX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform the Russell Midcap Value Index to attract and retain investors.
- Utilizes a team of portfolio managers and analysts to identify undervalued investment opportunities.
What Industry Does JDPAX Operate In?
Janus Henderson Mid Cap Value Fund Class A 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 offering similar value-oriented strategies. The Russell Midcap Value Index serves as a key benchmark for the fund's performance. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from institutional investors and high-net-worth individuals.
Who Are JDPAX'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
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -4.7%.
JDPAX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team
- Disciplined value investing approach
- Established brand reputation of Janus Henderson Investors
- Diversified portfolio of mid-cap stocks
Bear Case
- Dependence on the performance of the portfolio management team
- Potential for underperformance relative to the benchmark
- Exposure to market fluctuations
- Lack of dividend yield
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JDPAX Latest News
No recent news available for JDPAX.
JDPAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JDPAX.
Price Targets
Wall Street price target analysis for JDPAX.
JDPAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JDPAX; grades run from A+ (80-100) to F (below 30).
Janus Henderson Mid Cap Value Fund Class A ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. For JDPAX, as an ADR, it signifies that while the fund's assets are primarily invested in US markets, the fund itself is structured as an ADR, allowing it to be traded on US exchanges. This provides US investors easy access to this fund.
- Home Market Ticker: Denver, US
- ADR Level: 2
- ADR Ratio: 1:1
What Investors Ask About Janus Henderson Mid Cap Value Fund Class A (JDPAX) — Financials
What does Janus Henderson Mid Cap Value Fund Class A do?
Janus Henderson Mid Cap Value Fund Class A (JDPAX) is an actively managed fund that invests primarily in the common stocks of mid-sized U.S. companies.
What are the main risks for JDPAX?
The main risks for JDPAX include market risk, which is the possibility of losses due to fluctuations in the overall stock market.
How does Janus Henderson Mid Cap Value Fund Class A make money in financial services?
Janus Henderson Mid Cap Value Fund Class A generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's average net assets under management (AUM). The higher the AUM, the more revenue the fund generates.
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.
- Financial data is based on available information and may be subject to change.