JXXJanus Henderson Transformational Growth ETF

Grow my money1y track recordRanked #2,278 of 2,960 in this goal

Seeks long-term growth of capital.

By Janus Henderson · Launched 2025

Annual Cost

0.57%

#2,891 of 5,562 · average

Fund Size

$28M

#4,123 of 5,562 · small

Return (1Y)Goal

+34.5%

Track Record

1 year

#4,144 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$13,417+34.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Focus

Artificial Intelligence

What it actually holds

By weight

Concentration

Top 10 holdings = 65.4% of fundconcentrated

Amazon.com, Inc.

11.5%

Taiwan Semiconductor Manufacturing Co. Ltd.

11.1%

Oracle Corp.

7.8%

Broadcom, Inc.

7.8%

Intercontinental Exchange, Inc.

5.2%

Howmet Aerospace, Inc.

4.9%

Boeing Co. (The)

4.8%

Madrigal Pharmaceuticals, Inc.

4.3%

DraftKings, Inc.

4.1%

MercadoLibre, Inc.

4.0%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

38.0%

Consumer Cyclical

19.9%

Healthcare

17.2%

Industrials

17.0%

Financial Services

4.2%

Communication

3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.3%High

Year-on-year price swings

Max drawdown

-23.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in 20-30 equity securities of larger, well-established companies across various sectors. Employs a bottom-up fundamental and top-down thematic approach, focusing on secular themes like AI, cloud computing, and healthcare innovation. Actively managed and does not track a specific index.
Inception date: February 4, 2025
Fund family: Janus Henderson