Janus Henderson Guidance Indices

LET EARNINGS PER SHARE NAVIGATE THE PATH FORWARD.

Investing can sometimes feel like a risky endeavor, which is why it is important to have guidance to light the way. With this in mind, the Janus Henderson Guidance Indices select companies that provide earnings per share (EPS) guidance, which has historically been shown to enhance stock returns.

  • Companies that provide earnings guidance may have more stable business models and may be rewarded by investors for their increased transparency.
  • Stocks are screened from a pool of the largest U.S. companies that provide EPS guidance.
  • In seeking to stabilize the index, Guidance Indices are weighted by low volatility.
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How It Works

1

Transparent companies provide guidance

2

Low volatility weighting seeks to add stability

3

Transparency and low volatility to navigate the markets

The Guidance Indices

Historical Performance (As of 11/19/2024)

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Cumulative Return (%) Annualized Return (%) Max Drawdown Volatility Downside Volatility Sharpe Ratio Sortino Ratio
Statistics are not provided for periods less than 1 year.
Any data for the period prior to index inception consists of pre-inception data calculated by retroactively applying the index methodology. Simulated returns and pre-inception data are hypothetical and included for illustrative purposes only.

Index Performance (As of 11/19/2024)

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1 month 3 month 6 month YTD 1 year 3 year 5 year 10 year Since inception date
(04/23/2018)
Total return (%) 13.43 13.43 13.43 17.45 26.49 6.02 9.78 10.67 10.89
Excess return (%) relative to the S&P 500 Composite TR USD -4.18 -4.18 -4.18 -8.12 -6.44 -3.65 -5.69 -2.56 -3.90
Returns greater than one year are annualized.
A comparison benchmark is provided for information purposes only to represent the market environment existing during the periods shown.
Any data for the period prior to index inception consists of pre-inception data calculated by retroactively applying the index methodology. Simulated returns and pre-inception data are hypothetical and included for illustrative purposes only.

Top 10 Components (As of 11/20/2024)

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100%
90%
80%
70%
60%
50%
40%
30%
20%
10%

Atmos Energy Corporation (ATO)

.73%

Motorola Solutions, Inc. (MSI)

.69%

PPL Corporation (PPL)

.69%

Welltower Inc. (WELL)

.68%

Linde plc (LIN)

.67%

Evergy, Inc. (EVRG)

.67%

FirstEnergy Corp. (FE)

.66%

Kinder Morgan Inc Class P (KMI)

.66%

Philip Morris International Inc. (PM)

.64%

Fiserv, Inc. (FI)

.63%

Weight of Top 10 Within Portfolio

6.71%

Component Ticker Sector* Weight (%)
Atmos Energy Corporation ATO Utilities .73
Motorola Solutions, Inc. MSI Information Technology .69
PPL Corporation PPL Utilities .69
Welltower Inc. WELL Real Estate .68
Linde plc LIN Materials .67
Evergy, Inc. EVRG Utilities .67
FirstEnergy Corp. FE Utilities .66
Kinder Morgan Inc Class P KMI Energy .66
Philip Morris International Inc. PM Consumer Staples .64
Fiserv, Inc. FI Financials .63
Total 6.71
Download Full Holdings
Sector weights based on GICS.

Historical Sector Weights (As of 11/19/2024)

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Displays the historical weights of each GICS sector in the index, at the index quarterly rebalance

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Index Facts (As of 11/19/2024)

Daily Level 12,126.24 (As of 11/19/2024)
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Ticker JHGIUSTR Index
Base Date 02/28/2003
Inception Date 04/23/2018
Number of Components ~250
Eligible Universe Solactive US Large Cap Index
Rebalancing Frequency Quarterly
Publishing Frequency Daily
Weighting Methodology Proprietary Weighting Methodology
Past performance is no guarantee of future results.
There is no assurance that the proprietary rules-based index methodology will select securities that individually, or in the aggregate, outperform the applicable broader market universe.
Index performance does not reflect the expenses of managing a portfolio as an index is unmanaged and not available for direct investment. The performance of any index herein is not illustrative of the performance of any security.
Any index performance prior to the index inception date is pre-inception data and is hypothetical. Pre-inception data is based on criteria applied retroactively with the benefit of hindsight and knowledge of factors that may have positively affected its performance, and cannot account for all financial risk that may affect the actual performance of any trading strategy based on the applicable index. Simulated index returns (including pre-inception data) that have been produced by the retroactive application of a back-tested methodology may reflect a bias toward strategies that have performed well in the past. Any pre-inception data was produced by the index sponsor, Janus Henderson Indices LLC. The index methodologies are available above. Actual index performance may vary significantly from pre-inception data.
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