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Identify stocks poised for growth
Janus Henderson Smart Growth® Indices
DESIGNED TO ACCESS DURABLE SMALL AND MID-CAP GROWTH.
Janus Henderson Smart Growth Indices are rooted in our firm’s rich heritage of fundamental equity research and more than 45 years of experience in small- and mid-cap investing. By taking into account the growth, profitability and capital efficiency of a company, Smart Growth indices seek to systematically identify stocks with sustainable growth characteristics that may outperform during market downturns.
- Proprietary methodology evaluates stocks based on a wide range of fundamental measures, including profitability and return on income.
- Top 10% of eligible stocks are selected from a pool of thousands.
- Stocks are weighted by market capitalization after adjusting for sector weights and single-stock concentration.
- Sectors are weighted to align with Janus Henderson Venture Fund and Janus Henderson Triton Fund.
HOW IT WORKS
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Evaluate Smart Growth Potential
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Sector weights align with Janus Henderson mutual funds
The Smart Growth® Indices
Historical Performance (As of 05/18/2022)
Close Section| 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 05/17/2022)
Close Section| 1 month | 3 month | 6 month | YTD | 1 year | 3 year | 5 year | 10 year | Since inception date (12/31/2015) |
|
|---|---|---|---|---|---|---|---|---|---|
| Total return (%) | -7.30 | -10.46 | -26.63 | -21.90 | -22.12 | 6.91 | 10.36 | 12.90 | 10.58 |
| Excess return (%) relative to the Russell 2000 Growth TR USD | 3.65 | 2.83 | 4.33 | 3.54 | 1.80 | 2.46 | 3.36 | 2.32 | 2.56 |
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 05/19/2022)
Close SectionWestlake Corporation (WLK)
4.16%
Ubiquiti Inc. (UI)
3.38%
Ensign Group, Inc. (ENSG)
2.25%
Maravai LifeSciences Holdings Inc Class A (MRVI)
2.22%
Thoughtworks Holding Inc (TWKS)
2.18%
AMN Healthcare Services, Inc. (AMN)
2.10%
Amkor Technology, Inc. (AMKR)
2.04%
Qualys, Inc. (QLYS)
2.02%
Doximity, Inc. Class A (DOCS)
1.77%
Progyny, Inc. (PGNY)
1.65%
Weight of Top 10 Within Portfolio
23.79%
| Component | Ticker | Sector* | Weight (%) |
|---|---|---|---|
| Westlake Corporation | WLK | Materials | 4.16 |
| Ubiquiti Inc. | UI | Information Technology | 3.38 |
| Ensign Group, Inc. | ENSG | Health Care | 2.25 |
| Maravai LifeSciences Holdings Inc Class A | MRVI | Health Care | 2.22 |
| Thoughtworks Holding Inc | TWKS | Information Technology | 2.18 |
| AMN Healthcare Services, Inc. | AMN | Health Care | 2.10 |
| Amkor Technology, Inc. | AMKR | Information Technology | 2.04 |
| Qualys, Inc. | QLYS | Information Technology | 2.02 |
| Doximity, Inc. Class A | DOCS | Health Care | 1.77 |
| Progyny, Inc. | PGNY | Health Care | 1.65 |
| Total | 23.79 | ||
| Download Full Holdings | |||
Sector weights based on GICS.
Historical Sector Weights (As of 05/18/2022)
Close SectionDisplays the historical weights of each GICS sector in the index, at the index quarterly rebalance
Index Facts (As of 05/18/2022)
Daily Level
461.15
(As of 05/18/2022)
Close Section
| Ticker | JSMLID Index |
| Base Date | 05/31/2005 |
| Inception Date | 12/31/2015 |
| Number of Components | 200 |
| Eligible Universe | Solactive US Small 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.
Historical Performance (As of 05/18/2022)
Close Section| 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 05/17/2022)
Close Section| 1 month | 3 month | 6 month | YTD | 1 year | 3 year | 5 year | 10 year | Since inception date (12/31/2015) |
|
|---|---|---|---|---|---|---|---|---|---|
| Total return (%) | -6.87 | -8.39 | -22.08 | -19.56 | -16.98 | 8.86 | 11.46 | 13.14 | 12.18 |
| Excess return (%) relative to the Russell 2500 Growth TR USD | 4.20 | 4.80 | 8.11 | 5.68 | 3.88 | 1.68 | 1.80 | 1.14 | 2.06 |
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 05/19/2022)
Close SectionQIAGEN NV (QGEN)
3.13%
VMware, Inc. Class A (VMW)
2.83%
Ubiquiti Inc. (UI)
2.42%
Chemed Corporation (CHE)
2.41%
FMC Corporation (FMC)
2.14%
Steel Dynamics, Inc. (STLD)
2.09%
Halozyme Therapeutics, Inc. (HALO)
1.95%
Exelixis, Inc. (EXEL)
1.80%
Fair Isaac Corporation (FICO)
1.62%
Cleveland-Cliffs Inc (CLF)
1.57%
Weight of Top 10 Within Portfolio
21.97%
| Component | Ticker | Sector* | Weight (%) |
|---|---|---|---|
| QIAGEN NV | QGEN | Health Care | 3.13 |
| VMware, Inc. Class A | VMW | Information Technology | 2.83 |
| Ubiquiti Inc. | UI | Information Technology | 2.42 |
| Chemed Corporation | CHE | Health Care | 2.41 |
| FMC Corporation | FMC | Materials | 2.14 |
| Steel Dynamics, Inc. | STLD | Materials | 2.09 |
| Halozyme Therapeutics, Inc. | HALO | Health Care | 1.95 |
| Exelixis, Inc. | EXEL | Health Care | 1.80 |
| Fair Isaac Corporation | FICO | Information Technology | 1.62 |
| Cleveland-Cliffs Inc | CLF | Materials | 1.57 |
| Total | 21.97 | ||
| Download Full Holdings | |||
Sector weights based on GICS.
Historical Sector Weights (As of 05/18/2022)
Close SectionDisplays the historical weights of each GICS sector in the index, at the index quarterly rebalance
Index Facts (As of 05/18/2022)
Daily Level
501.92
(As of 05/18/2022)
Close Section
| Ticker | JSMDID Index |
| Base Date | 05/31/2005 |
| Inception Date | 12/31/2015 |
| Number of Components | 250 |
| Eligible Universe | Solactive US Small & Mid 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.