Core Viewpoint - Janus Henderson Forty T (JACTX) is a promising option for investors seeking a Large Cap Growth fund, holding a Zacks Mutual Fund Rank of 2 (Buy) based on various forecasting factors [1] Fund Objective - JACTX is classified in the Large Cap Growth segment, targeting large-cap companies with market valuations exceeding $10 billion, which are expected to grow faster than their peers [2] Fund History and Management - The fund, managed by Janus Fund based in Boston, MA, was launched in July 2009 and has accumulated approximately $5.01 billion in assets. Nick Schommer has been managing the fund since January 2016 [3] Performance Metrics - The fund has a 5-year annualized total return of 12.48%, ranking in the middle third among its category peers. Its 3-year annualized total return is 25.9%, also placing it in the middle third during that timeframe [4] - The standard deviation of JACTX's returns over the past three years is 15.52%, higher than the category average of 12.23%. Over the past five years, the standard deviation is 18.62%, compared to the category average of 13.99%, indicating higher volatility than its peers [6] Risk Factors - JACTX has a 5-year beta of 1.15, suggesting it is more volatile than the overall market. The fund has produced a negative alpha of -3.6 over five years, indicating challenges in outperforming the benchmark S&P 500 [7] Expense Structure - JACTX is a no-load fund with an expense ratio of 0.76%, which is lower than the category average of 0.95%, making it a cost-effective option for investors [8] - The minimum initial investment for JACTX is $2,500, with no minimum for subsequent investments [9] Conclusion - Overall, Janus Henderson Forty T (JACTX) is characterized by a high Zacks Mutual Fund rank, average downside risk, and lower fees, positioning it as a strong potential choice for investors [11]