Latest news with #BrianDemain
Yahoo
06-06-2025
- Business
- Yahoo
Is Janus Henderson Enterprise D (JANEX) a Strong Mutual Fund Pick Right Now?
If investors are looking at the Mid Cap Growth fund category, Janus Henderson Enterprise D (JANEX) could be a potential option. JANEX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Zacks categorizes JANEX as Mid Cap Growth, a segment packed with options. Mid Cap Growth mutual funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. A firm is typically considered to be a growth stock if it consistently posts impressive sales and/or earnings growth. Janus Fund is responsible for JANEX, and the company is based out of Boston, MA. Janus Henderson Enterprise D debuted in September of 1992. Since then, JANEX has accumulated assets of about $2.33 billion, according to the most recently available information. The fund is currently managed by Brian Demain who has been in charge of the fund since November of 2007. Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund carries a 5-year annualized total return of 11.96%, and is in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 8.04%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. JANEX's standard deviation over the past three years is 18.23% compared to the category average of 14.7%. Looking at the past 5 years, the fund's standard deviation is 17.58% compared to the category average of 14.45%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 0.99, so it is likely going to be as volatile as the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. JANEX's 5-year performance has produced a negative alpha of -2.84, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, JANEX is a no load fund. It has an expense ratio of 0.79% compared to the category average of 0.96%. So, JANEX is actually cheaper than its peers from a cost perspective. Investors should also note that the minimum initial investment for the product is $2,500 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Janus Henderson Enterprise D ( JANEX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Janus Henderson Enterprise D ( JANEX ) looks like a good potential choice for investors right now. Don't stop here for your research on Mid Cap Growth funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out for more information about the world of funds, and feel free to compare JANEX to its peers as well for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JANEX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Is Janus Henderson Enterprise Institutional (JAAGX) a Strong Mutual Fund Pick Right Now?
On the lookout for a Mid Cap Growth fund? Starting with Janus Henderson Enterprise Institutional (JAAGX) is one possibility. JAAGX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. We note that JAAGX is a Mid Cap Growth fund, and this area is also loaded with many different options. Companies are usually considered growth stocks when they consistently report notable sales and/or earnings growth. Thus, Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. JAAGX is a part of the Janus Fund family of funds, a company based out of Boston, MA. Since Janus Henderson Enterprise Institutional made its debut in September of 1993, JAAGX has garnered more than $630.93 million in assets. The fund is currently managed by Brian Demain who has been in charge of the fund since November of 2007. Of course, investors look for strong performance in funds. This fund has delivered a 5-year annualized total return of 11.92%, and it sits in the top third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 8.15%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 21.82%, the standard deviation of JAAGX over the past three years is 18.28%. Over the past 5 years, the standard deviation of the fund is 17.54% compared to the category average of 23.12%. This makes the fund less volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 0.98, so it is likely going to be as volatile as the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. JAAGX's 5-year performance has produced a negative alpha of -2.86, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, JAAGX is a no load fund. It has an expense ratio of 0.72% compared to the category average of 1.04%. From a cost perspective, JAAGX is actually cheaper than its peers. While the minimum initial investment for the product is $0, investors should also note that there is no minimum for each subsequent investment. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, Janus Henderson Enterprise Institutional ( JAAGX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, better downside risk, and lower fees, Janus Henderson Enterprise Institutional ( JAAGX ) looks like a good potential choice for investors right now. For additional information on this product, or to compare it to other mutual funds in the Mid Cap Growth, make sure to go to for additional information. And don't forget, Zacks has all of your needs covered on the equity side too! Make sure to check out for more information on our screening capabilities, Rank, and all our articles as well. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JAAGX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
13-05-2025
- Business
- CNBC
Midcap stocks are seeing a resurgence. These names have solid dividend histories
Midcap stocks are suddenly outperforming – and investors interested in their growth prospects might find a few good dividend payers too. The SPDR S & P Midcap 400 ETF (MDY) just scored its fifth straight winning week. The fund is off to a solid start this week, up 4% over the past two days, after the U.S. and China agreed to suspen higher tariffs for 90 days . Accords on tariffs, like the one reached with the United Kingdom and potentially in the works with China, bode well for smaller companies, which tend to be particularly sensitive to the domestic economy compared to their larger counterparts. "We're engaging with companies that are exposed to tariffs to understand their contingency plans," said Janus Henderson midcap portfolio manager Brian Demain in a recent article . "Many companies are implementing easier fixes they can make quickly, even though they come with cost headwinds," he added. Some economists on Wall Street are also starting to dial back their recession odds as the U.S. paves the way for agreements with trading partners. Goldman Sachs, for example, cut back its 12-month recession forecast to 35% from 45% following the tentative deal with Beijing. Investors hoping to capitalize on this potential tailwind for midcaps and scoop up some income at the same time may be interested in the Proshares S & P MidCap 400 Dividend Aristocrats ETF (REGL) . The ETF is up 6.6% in the past month, including reinvested dividends, according to FactSet data, and its constituents include companies that have grown dividends for at least the past 15 years. CNBC Pro used FactSet data to screen inside the REGL ETF for stocks that meet the following criteria: A dividend yield of at least 1.5%. Buy ratings from at least 51% of the analysts covering them. At least 10% upside based on consensus price targets. Here are the names we found. UMB Financial Corp made the cut. The company is rated buy or overweight by nearly 73% of the analysts covering the stock, and consensus price targets call for nearly 12% upside from current levels. Shares are down about 4%, and the stock has a dividend yield of 1.5%. Truist Financial analyst Brian Foran rated UMB a buy in a report on Monday, noting, "They are a bank with strongholds in niche fee areas, diverse geographic and sector exposures, and peer-leading fee and [loan-to-deposit] ratios." Earlier this year, UMB closed on its acquisition of Heartland Financial, a move that boosted its total assets by more than 30%, to about $68 billion. "Heartland's relative strength in the consumer segment such as mortgages and cards will help diversify the balance sheet, and UMB's system & scale help these areas grow more effectively," Foran added. Reinsurance Group of America is also showed up on the screen. In all, about 77% of the analysts covering the name rate it the equivalent of buy, with consensus price targets calling for upside of nearly 16%. Shares are down roughly 3% in 2025, and the stock pays a dividend yield of 1.7%. Piper Sandler analyst John Barnidge stuck with his overweight rating on the stock after RGA posted first quarter operating income of $5.66 per share, topping the FactSet consensus call for $5.31 per share. "This is one of the rare names in lifecoland where we have stability in earnings this quarter, which we find very much to be RGA-specific as the traditional business grows greater than expected and continues to deliver favorable claims experience," he said. As a reinsurer, RGA essentially "backs" other insurance companies, providing coverage to help transfer mortality and morbidity risk. "1Q25 demonstrated the mortality-as-a-service flywheel is not just intact but has led to stronger top-line growth in the higher multiple traditional mortality business," Barnidge added. Finally, Essential Utilities turned up on CNBC's list. The company provides drinking water, wastewater treatment infrastructure and natural gas. Shares are up about 3% this year, and the company offers a dividend yield of 3.5%. Essential Utilities on Monday posted first-quarter earnings of $1.03 per share on revenue of $784 million, encouraging Janney Montgomery Scott analyst Michael Gaugler to reiterate a buy rating. "Contributing to the 7.5% increase in water revenues and ~46% increase in natural gas sales were the following: additional revenues from regulatory recoveries, purchased gas costs and higher natural gas volumes," he said in a Monday report. Gaugler added that there have been several data center announcements for facilities to be located within Essential Utilities' natural gas service territory in western Pennsylvania. "All in, it looks like positive momentum building in terms of earnings and future capex opportunities," he said. Other stocks that appeared in CNBC Pro's screen included Equity LifeStyle Properties , Prosperity Bancshares and Unum Group . —CNBC's Fred Imbert contributed reporting.
