Janus Henderson Forty Fund (JARTX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JARTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JARTX
JARTX charges 1.20% annually. There are 349 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JARTX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JARTX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JARTX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JARTX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JARTX vs VIGAX |
Best Risk-Adjusted Alternatives to JARTX
JARTX has a PortfoliosLab risk / return rank of 13. There are 296 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | JARTX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JARTX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JARTX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JARTX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JARTX vs FOCPX |
Top Performing JARTX Alternatives (YTD)
JARTX is at 3.68% YTD. There are 283 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | JARTX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JARTX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JARTX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JARTX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JARTX vs POGRX |
Lowest Volatility Alternatives to JARTX
JARTX has 18.61% 1-year volatility. There are 329 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | JARTX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JARTX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JARTX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JARTX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JARTX vs GQEPX |
Lowest Drawdown Alternatives to JARTX
JARTX has a 1-year max drawdown of -19.19%. There are 373 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JARTX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JARTX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JARTX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JARTX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JARTX vs DNVYX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.04% | — | Dec 1998 | JARTX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 20 | 6.24% | — | May 1993 | JARTX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 75 | 35.97% | — | Dec 1998 | JARTX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 16 | 7.13% | — | Sep 1992 | JARTX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 3.49% | — | Aug 1992 | JARTX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 15.05% | — | Feb 2005 | JARTX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 75 | 36.06% | — | Dec 1998 | JARTX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 75 | 35.82% | — | Jan 2000 | JARTX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 38 | 24.09% | — | Feb 2000 | JARTX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 43 | 10.13% | — | Jun 2000 | JARTX vs JANRX |
Often Compared With JARTX
Investors most often compare JARTX with VOO, FBGRX, VTI. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare JARTX with Any Fund or Stock
Compare JARTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JARTX with funds that move differently
Janus Henderson Forty Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JARTX.
Explore JARTX Diversifiers