
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 (%) | -0.38 | -0.73 | 9.41 | -0.20 | -8.01 | 15.38 | 8.91 | 11.21 | 9.05 |
Excess return (%) relative to the S&P 500 Composite TR USD | -1.98 | -5.81 | -2.20 | -5.54 | 3.53 | -3.06 | -1.83 | -0.79 | -1.56 |
PepsiCo, Inc. (PEP)
.75%
Procter & Gamble Company (PG)
.70%
Coca-Cola Company (KO)
.69%
Darden Restaurants, Inc. (DRI)
.69%
Johnson & Johnson (JNJ)
.69%
J.M. Smucker Company (SJM)
.69%
TJX Companies Inc (TJX)
.66%
Duke Energy Corporation (DUK)
.65%
Mondelez International, Inc. Class A (MDLZ)
.65%
Kimberly-Clark Corporation (KMB)
.65%
Weight of Top 10 Within Portfolio
6.82%
Component | Ticker | Sector* | Weight (%) |
---|---|---|---|
PepsiCo, Inc. | PEP | Consumer Staples | .75 |
Procter & Gamble Company | PG | Consumer Staples | .70 |
Coca-Cola Company | KO | Consumer Staples | .69 |
Darden Restaurants, Inc. | DRI | Consumer Discretionary | .69 |
Johnson & Johnson | JNJ | Health Care | .69 |
J.M. Smucker Company | SJM | Consumer Staples | .69 |
TJX Companies Inc | TJX | Consumer Discretionary | .66 |
Duke Energy Corporation | DUK | Utilities | .65 |
Mondelez International, Inc. Class A | MDLZ | Consumer Staples | .65 |
Kimberly-Clark Corporation | KMB | Consumer Staples | .65 |
Total | 6.82 | ||
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 |