Fund Evaluator:

Janus Henderson VIT Global Rsrch Instl Overview

Janus Henderson VIT Global Rsrch Instl (JAWGX) is an actively managed International Equity Global Large-Stock Growth fund. Janus Henderson launched the fund in 1993.

The investment seeks long-term growth of capital. The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential. The Portfolio may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. It typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

About Janus Henderson VIT Global Rsrch Instl (JAWGX)

There are 2 members of the management team with an average tenure of 2.51 years: John Jordan (2024), Joshua Cummings (2024). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: MSCI World NR USD index with a weighting of 100% and MSCI ACWI NR USD index with a weighting of 100%. Janus Henderson VIT Global Rsrch Instl has 123 securities in its portfolio. The top 10 holdings constitute 31.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Janus Henderson VIT Global Rsrch Instl is part of the Equity global asset class and is within the International Equity fund group. Janus Henderson VIT Global Rsrch Instl has 24.1% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 75.8%. There is 24.1% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Janus Henderson VIT Global Rsrch Instl has 0.1% of the portfolio in cash.

Assets Under Management

The fund has $743 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

JAWGX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Janus Henderson VIT Global Rsrch Instl expense ratio is high compared to funds in the Global Large-Stock Growth category. Janus Henderson VIT Global Rsrch Instl has an expense ratio of 0.82%, which is 27% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Janus Henderson VIT Global Rsrch Instl has a portfolio turnover rate of 31%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.

Recently, in the month of July 2026, Janus Henderson VIT Global Rsrch Instl returned -0.2%, which earned it a grade of B, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Janus Henderson VIT Global Rsrch Instl has a trailing yield of 0.38%, which is above the 0.27% category average. The fund normally distributes its income semi-annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Janus Henderson VIT Global Rsrch Instl Grades

Year to date, the fund has returned 9.4%, 3.4 percentage points better than the category, which translates into a grade of B. The fund has returned 15.5% over the past year (grade of B), 19.9% over the past three years (grade of A) and 11.6% per year over the past five years (grade of A) and 13.7% per year over the past 10 years (grade of B).

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