
Identify stocks poised for 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.
Identify stocks poised for growth
Evaluate Smart Growth Potential
Sector weights align with Janus Henderson mutual funds
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 (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 |
Westlake 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 | ||
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Displays the historical weights of each GICS sector in the index, at the index quarterly rebalance
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 |
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 (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 |
QIAGEN 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 | |||
Displays the historical weights of each GICS sector in the index, at the index quarterly rebalance
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 |