- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- Denver CO 80206 Denver CO United States of America 80206
- IPO Date
- Jan 25, 2005
- Business
- Janus Henderson Global Research Fund - R Shares (JDWRX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in common stocks selected for their growth potential, including companies of any market capitalization located worldwide, from larger well-established firms to smaller emerging growth companies. The fund employs a bottom-up stock-picking approach leveraging the best ideas from Janus Henderson's global sector research teams, which construct high-conviction portfolios aligned with benchmark sector weights to minimize macro risks while emphasizing fundamental analysis across technology, consumer cyclical, communication services, financial services, consumer defensive, and industrials sectors; top holdings as of recent data include Microsoft Corp., NVIDIA Corp., Alphabet Inc. Class C, Apple Inc., Amazon.com Inc., Meta Platforms Inc. Class A, Broadcom Inc., JPMorgan Chase & Co., Unilever PLC, and BAE Systems PLC, representing approximately 30% of assets. Managed within the Global Large-Stock Growth category with a blend investment style, it normally invests in issuers from at least five countries including the United States (typically around 75% allocation), non-U.S. developed markets, and emerging markets, targeting institutional and retirement investors with a minimum initial investment of $2,500 and an expense ratio of 1.40%.
Janus Henderson Investors, the fund family, was formed by the 2017 merger of Janus Capital Group and Henderson Global Investors, maintaining dual listings on the NYSE and ASX with principal operations in the United States (including Denver headquarters legacy) and global offices across North America, Europe, Asia-Pacific, and other regions. The R Shares class (JDWRX) launched on March 15, 2013, as part of the broader Global Research Fund strategy inception dating back to 1993 in other share classes, distributing dividends and capital gains annually in December.
Recent developments include a Morningstar Medalist Rating upgrade to Neutral from Negative, reflecting increased confidence in the strategy relative to peers, alongside portfolio manager changes with John Jordan and Joshua Cummings appointed on January 26, 2024. In October 2025, Janus Henderson Group confirmed receipt of a non-binding acquisition proposal from Trian Fund Management and General Catalyst at $46.00 per share in cash for outstanding ordinary shares, prompting formation of a special board committee for review. The firm launched the Janus Henderson Asset-Backed Securities ETF (JABS) in 2025, expanding fixed income offerings, while achieving record assets under management of $484 billion as of Q3 2025 with six consecutive quarters of positive net flows. Additional updates encompass 2025 year-end distributions for JDWRX shareholders and related fund portfolio management additions, such as Charlotte Greville joining the Global Equity Income Fund team in July 2025.