Janus Henderson Small-Mid Cap Value Fund
JVSAX
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- Janus Henderson Small-Mid Cap Value Fund (JVSAX) is an open-end mutual fund managed by Janus Henderson Investors that seeks long-term growth of capital and income by investing primarily in common stocks of small- and mid-cap companies exhibiting value characteristics. The fund employs a bottom-up investment process focused on undervalued securities with strong fundamentals, including low price-to-earnings or price-to-book ratios, robust balance sheets, and attractive dividend yields; it maintains a diversified portfolio typically comprising 80 to 100 holdings across sectors such as financials, industrials, consumer discretionary, and information technology. Geographic operations center on U.S.-listed equities, with selective exposure to international markets through American Depositary Receipts. Janus Henderson Investors, the fund's sponsor, was formed in 2017 through the merger of Janus Capital Group (founded 1969) and Henderson Investors (founded 1934), and maintains global headquarters in London, United Kingdom, with key U.S. operations in Denver, Colorado. The firm oversees approximately $400 billion in assets under management across equity, fixed income, and multi-asset strategies, serving institutional and retail investors worldwide, including pension funds, endowments, and high-net-worth individuals. Recent developments include the fund's strong performance amid market volatility, with top-quartile returns in its Morningstar small value category over three- and five-year periods as of late 2025; Janus Henderson announced portfolio manager enhancements in 2024, adding specialized analysts to bolster small-cap value expertise. In 2025, the firm expanded its U.S. small-mid cap offerings through strategic hires from competitor boutiques and launched complementary ETFs mirroring core strategies like JVSAX. No major acquisitions or reorganizations have occurred recently, though Janus Henderson continues to optimize its platform via technology integrations for enhanced risk analytics and ESG screening in value mandates.