
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 (%) | -6.48 | -7.46 | -4.20 | -2.64 | 7.91 | 5.48 | 6.51 | 10.06 | 7.68 |
Excess return (%) relative to the S&P 500 Composite TR USD | -1.54 | -4.19 | -9.39 | -15.72 | -13.72 | -4.83 | -3.33 | -1.76 | -3.32 |
Coca-Cola Company (KO)
.73%
Walmart Inc. (WMT)
.71%
Kraft Heinz Company (KHC)
.70%
Altria Group, Inc. (MO)
.69%
General Dynamics Corporation (GD)
.67%
Roper Technologies, Inc. (ROP)
.66%
Philip Morris International Inc. (PM)
.65%
Republic Services, Inc. (RSG)
.63%
Cintas Corporation (CTAS)
.63%
Kimberly-Clark Corporation (KMB)
.63%
Weight of Top 10 Within Portfolio
6.70%
Component | Ticker | Sector* | Weight (%) |
---|---|---|---|
Coca-Cola Company | KO | Consumer Staples | .73 |
Walmart Inc. | WMT | Consumer Staples | .71 |
Kraft Heinz Company | KHC | Consumer Staples | .70 |
Altria Group, Inc. | MO | Consumer Staples | .69 |
General Dynamics Corporation | GD | Industrials | .67 |
Roper Technologies, Inc. | ROP | Information Technology | .66 |
Philip Morris International Inc. | PM | Consumer Staples | .65 |
Republic Services, Inc. | RSG | Industrials | .63 |
Cintas Corporation | CTAS | Industrials | .63 |
Kimberly-Clark Corporation | KMB | Consumer Staples | .63 |
Total | 6.70 | ||
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 |