Janus Henderson Forty Fund (JARTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JARTX
JARTX charges 1.20% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among JARTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | JARTX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | JARTX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | JARTX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | JARTX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | JARTX vs TILIX |
Best Risk-Adjusted Alternatives to JARTX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | JARTX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | JARTX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | JARTX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | JARTX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | JARTX vs VTMGX |
Top Performing JARTX Alternatives (YTD)
JARTX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | JARTX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | JARTX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | JARTX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | JARTX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | JARTX vs AMRGX |
Lowest Volatility Alternatives to JARTX
JARTX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | JARTX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | JARTX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | JARTX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | JARTX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | JARTX vs PROVX |
Lowest Drawdown Alternatives to JARTX
JARTX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | JARTX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | JARTX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | JARTX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | JARTX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | JARTX vs BBLIX |
Other Mutual Funds from Janus Henderson
Most popular Janus Henderson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JARTX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 23 | -13.99% | May 3, 1993 | JARTX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | JARTX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JARTX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 40 | -6.83% | Aug 31, 1992 | JARTX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | JARTX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JARTX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 51 | -10.57% | Jan 17, 2000 | JARTX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 57 | -3.93% | Jun 29, 2000 | JARTX vs JANRX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 10 | -8.95% | Feb 29, 2000 | JARTX vs JACNX |
Often Compared With JARTX
What investors most often compare with JARTX, 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.