Janus Henderson Small-Mid Cap Value C
JVSCX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Denver CO 80206 New York NY United States of America 10172
- IPO Date
- Dec 15, 2011
- CIK
- 0000277751
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- Janus Henderson Small-Mid Cap Value Fund (JVSCX) is an open-end mutual fund that seeks capital appreciation by investing primarily in small- and mid-cap value equities exhibiting strong management teams, stable balance sheets, durable competitive advantages, and attractive valuations. The fund measures downside risk before upside potential through a disciplined valuation process, targeting high-quality companies that offer favorable reward/risk ratios; it maintains a high-conviction portfolio of 30 to 50 stocks with high active share relative to the Russell 2500 Value Index, emphasizing business fundamentals over broader economic fluctuations. Share classes include A (JVSAX), C (JVSCX), I (JVSIX), N (JVSNX), S (JSVSX), and T (JSVTX), with total net assets of approximately $85.37 million as of mid-2025; the portfolio features sector allocations led by financials (25.61%), industrials (17.46%), and information technology (12.86%), alongside top holdings such as WisdomTree Inc., BWX Technologies Inc., and Kirby Corp.. Managed by Kevin Preloger and Justin Tugman, CFA, since August 2019, the fund was incepted on December 15, 2011, and falls within the Morningstar Small Value category, with a focus on U.S. stocks (96.59% allocation) and minor exposure to developed non-U.S. markets.. It is offered by Janus Henderson Investors, a global asset manager formed in 2017 from the merger of Janus Capital (founded 1969 in Denver, Colorado) and Henderson Group (roots in 1934 in London), headquartered in the City of London, United Kingdom, with operations across 24 offices worldwide serving institutional, retail, and high-net-worth clients.. Recent developments for Janus Henderson include the September 2024 appointment to manage Omnis Investments' £180.3 million US Smaller Companies Fund, led by portfolio manager Jonathan Coleman, marking a strategic partnership in small-mid cap strategies effective November 2024; in March 2025, the firm announced updates to its Growth Alpha ETFs (including Small Cap Growth Alpha ETF, JSML) to transition to actively managed processes aligned with mid-cap offerings, enhancing alpha generation through systematic factors and flexible rebalancing effective mid-May 2025.. Additionally, in October 2025, Trian Partners and General Catalyst submitted a non-binding $7.2 billion acquisition offer, prompting the board to form a special committee for review.. The Small-Mid Cap Value Fund itself continues to emphasize defensive value exposure with lower volatility than peers, as reflected in Q2 2025 performance data showing compounded returns over full market cycles..