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 351 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | JARTX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JARTX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JARTX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JARTX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | JARTX vs VIGAX |
Best Risk-Adjusted Alternatives to JARTX
JARTX has a PortfoliosLab risk / return rank of 8. There are 329 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | JARTX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JARTX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JARTX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | JARTX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JARTX vs FDSSX |
Top Performing JARTX Alternatives (YTD)
JARTX is at -0.18% YTD. There are 327 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | JARTX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | JARTX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | JARTX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | JARTX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | JARTX vs VPMCX |
Lowest Volatility Alternatives to JARTX
JARTX has 19.50% 1-year volatility. There are 334 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | JARTX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | JARTX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JARTX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JARTX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | JARTX vs GQEPX |
Lowest Drawdown Alternatives to JARTX
JARTX has a 1-year max drawdown of -19.19%. There are 375 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 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 18.30% | — | Dec 1998 | JARTX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 10 | 1.17% | — | May 1993 | JARTX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 29 | 18.23% | — | Dec 1998 | JARTX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 22 | 7.83% | — | Sep 1992 | JARTX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 3.19% | — | Aug 1992 | JARTX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 49 | 14.10% | — | Feb 2005 | JARTX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 29 | 18.32% | — | Dec 1998 | JARTX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 19 | 14.02% | — | Feb 2000 | JARTX vs JACNX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 8 | 0.04% | — | Dec 2009 | JARTX vs JFRDX | |
| Janus Henderson Global Select Fund | Global Equities | 36 | 7.03% | — | Jun 2000 | JARTX vs JANRX |
Often Compared With JARTX
Investors most often compare JARTX with VOO, FBGRX, VTI. These 20 comparison targets span 15 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