Janus Henderson Small Cap Value Fund
JSCOX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Denver CO 80206 Denver CO United States of America 80206
- IPO Date
- Nov 30, 2005
- CIK
- 0000277751
- Website
- janushenderson.com
- Similar Companies
- Business
- Janus Henderson Small Cap Value Fund (JSCOX) is an open-end equity mutual fund that seeks capital appreciation through investments primarily in common stocks of small-cap companies believed to be undervalued by its portfolio managers. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small companies with market capitalizations, at the time of initial purchase, less than the 12-month average maximum market capitalization of companies in the Russell 2000 Value Index; it may invest up to 20% in cash or similar investments, with a portfolio typically comprising 60 to 90 high-conviction holdings focused on high-quality companies exhibiting strong management, stable balance sheets, durable competitive advantages, and attractive reward/risk ratios. Top holdings as of recent periods include Axis Capital Holdings Ltd, The Hanover Insurance Group Inc, Fulton Financial Corp, Ameris Bancorp, and Wintrust Financial Corp, with sector allocations emphasizing financial services, industrials, utilities, and basic materials; the fund benchmarks performance against the Russell 2000 Value Index and Russell 3000 Index. Launched on July 6, 2009, with Class I shares, JSCOX is managed by Janus Henderson Investors, domiciled in the United States, and operates within the small value category targeting U.S. public equity markets across diversified sectors. In recent developments, Morningstar downgraded the strategy's People rating to Average from Above Average due to major changes on the investment team, while Janus Henderson as a firm reported record assets under management of $457.3 billion in Q2 2025, driven by a strategic partnership with The Guardian Life Insurance Company of America to manage a $45 billion fixed income portfolio and launches of new ETFs such as the Asset-Backed Securities ETF (JABS). The fund delivered a Q3 2025 return of 9.04% versus 12.60% for the Russell 2000 Value Index, reflecting its defensive value approach amid market volatility.