
Transparent companies provide guidance
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.
Transparent companies provide guidance
Low volatility weighting seeks to add stability
Transparency and low volatility to navigate the markets
Cumulative Return (%) | Annualized Return (%) | Max Drawdown | Volatility | Downside Volatility | Sharpe Ratio | Sortino Ratio |
---|
1 month | 3 month | 6 month | YTD | 1 year | 3 year | 5 year | 10 year | Since inception date (04/23/2018) |
|
---|---|---|---|---|---|---|---|---|---|
Total return (%) | -4.27 | -2.38 | 5.92 | -3.82 | 7.89 | 10.51 | 12.08 | 12.87 | 10.95 |
Excess return (%) relative to the S&P 500 Composite TR USD | -1.76 | -4.63 | -4.91 | -4.43 | -14.65 | -3.48 | -3.67 | -0.48 | -4.00 |
PepsiCo, Inc. (PEP)
.77%
Hershey Company (HSY)
.77%
Kimberly-Clark Corporation (KMB)
.76%
Procter & Gamble Company (PG)
.76%
Colgate-Palmolive Company (CL)
.75%
Keurig Dr Pepper Inc. (KDP)
.73%
Mondelez International, Inc. Class A (MDLZ)
.73%
Republic Services, Inc. (RSG)
.73%
Church & Dwight Co., Inc. (CHD)
.70%
Verizon Communications Inc. (VZ)
.69%
Weight of Top 10 Within Portfolio
7.38%
Component | Ticker | Sector* | Weight (%) |
---|---|---|---|
PepsiCo, Inc. | PEP | Consumer Staples | .77 |
Hershey Company | HSY | Consumer Staples | .77 |
Kimberly-Clark Corporation | KMB | Consumer Staples | .76 |
Procter & Gamble Company | PG | Consumer Staples | .76 |
Colgate-Palmolive Company | CL | Consumer Staples | .75 |
Keurig Dr Pepper Inc. | KDP | Consumer Staples | .73 |
Mondelez International, Inc. Class A | MDLZ | Consumer Staples | .73 |
Republic Services, Inc. | RSG | Industrials | .73 |
Church & Dwight Co., Inc. | CHD | Consumer Staples | .70 |
Verizon Communications Inc. | VZ | Communication Services | .69 |
Total | 7.38 | ||
Download Full Holdings | |||
Displays the historical weights of each GICS sector in the index, at the index quarterly rebalance
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 |