Janus Henderson Global Technology and Innovation Fund Class A (JATAX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JATAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JATAX
JATAX charges 1.00% annually. There are 38 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 144.20B | Mar 2004 | JATAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | JATAX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | JATAX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | JATAX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | JATAX vs FIKHX |
Best Risk-Adjusted Alternatives to JATAX
JATAX has a PortfoliosLab risk / return rank of 78. There are 38 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 99 | — | Jul 1985 | JATAX vs FDCPX | |
| ARK Venture Fund | 98 | — | Sep 2022 | JATAX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 98 | — | Nov 2009 | JATAX vs STK | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | JATAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | JATAX vs FELIX |
Top Performing JATAX Alternatives (YTD)
JATAX is at 35.10% YTD. There are 34 mutual funds in the Technology Equities category with higher YTD returns, going as high as 87.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 87.82% | — | Mar 1998 | JATAX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 85.56% | — | Jul 1985 | JATAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 85.07% | — | Oct 2018 | JATAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 84.99% | — | Dec 2000 | JATAX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 84.79% | — | Dec 2000 | JATAX vs FELAX |
Lowest Volatility Alternatives to JATAX
JATAX has 20.67% 1-year volatility. There are 19 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.00% | — | Nov 1993 | JATAX vs GTTIX | |
| Towpath Technology Fund | 14.63% | — | Feb 2021 | JATAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.38% | 6.30B | Mar 2005 | JATAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.51% | — | Oct 1997 | JATAX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 17.86% | — | Oct 2019 | JATAX vs AIO |
Lowest Drawdown Alternatives to JATAX
JATAX has a 1-year max drawdown of -15.97%. There are 37 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | JATAX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | JATAX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | JATAX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | JATAX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | JATAX vs BOGSX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 79 | 35.21% | — | Dec 1998 | JATAX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 27 | 9.24% | — | May 1993 | JATAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 79 | 35.15% | — | Dec 1998 | JATAX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 15 | 6.58% | — | Sep 1992 | JATAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 23 | 8.23% | — | May 1997 | JATAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 36 | 3.93% | — | Aug 1992 | JATAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | JATAX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 79 | 35.22% | — | Dec 1998 | JATAX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 80 | 35.13% | — | Jan 2000 | JATAX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 39 | 22.37% | — | Feb 2000 | JATAX vs JACNX |
Often Compared With JATAX
Investors most often compare JATAX with BFOCX, BGSIX, ALTEX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Berkshire Focus Fund | Technology Equities | 77 | 60.81% | — | Jun 1997 | JATAX vs BFOCX | |
| BlackRock Technology Opportunities Institutional | Technology Equities | 73 | 44.14% | — | May 2000 | JATAX vs BGSIX | |
| Firsthand Alternative Energy Fund | Technology Equities | 56 | 66.80% | — | Oct 2007 | JATAX vs ALTEX | |
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | JATAX vs SLMCX | |
| Janus Henderson Global Select Fund | Global Equities | 47 | 9.97% | — | Jun 2000 | JATAX vs JANRX | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 97 | 84.58% | — | Dec 2000 | JATAX vs FELTX | |
| Fidelity Advisor Semiconductors Fund Class C | Technology Equities | 97 | 84.21% | — | Dec 2000 | JATAX vs FELCX |
Compare JATAX with Any Fund or Stock
Compare JATAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JATAX with funds that move differently
Janus Henderson Global Technology and Innovation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JATAX.
Explore JATAX Diversifiers