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 42 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% | 169.20B | Mar 2004 | JATAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 5.90B | 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 32. There are 52 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | JATAX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 95 | — | Jul 1985 | JATAX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | JATAX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | JATAX vs SLMCX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | JATAX vs CCOYX |
Top Performing JATAX Alternatives (YTD)
JATAX is at 22.50% YTD. There are 36 mutual funds in the Technology Equities category with higher YTD returns, going as high as 64.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 64.85% | — | Jul 1985 | JATAX vs FDCPX | |
| Rydex Electronics Fund | 56.87% | — | Mar 1998 | JATAX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 51.40% | — | Jul 1985 | JATAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 51.27% | — | Oct 2018 | JATAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 51.17% | — | Dec 2000 | JATAX vs FELIX |
Lowest Volatility Alternatives to JATAX
JATAX has 27.05% 1-year volatility. There are 37 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.89% | — | Nov 1993 | JATAX vs GTTIX | |
| Towpath Technology Fund | 15.77% | — | Feb 2021 | JATAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 17.22% | 5.90B | Mar 2005 | JATAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 18.35% | — | Oct 1997 | JATAX vs STPAX | |
| ARK Venture Fund | 19.54% | — | Sep 2022 | JATAX vs ARKVX |
Lowest Drawdown Alternatives to JATAX
JATAX has a 1-year max drawdown of -18.55%. There are 38 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 | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | JATAX vs NWJCX | |
| Towpath Technology Fund | -11.62% | — | Feb 2021 | JATAX vs TOWTX | |
| Columbia Seligman Technology and Information Fund ... | -12.76% | — | Nov 2001 | JATAX vs SCMIX |
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 | 35 | 22.64% | — | Dec 1998 | JATAX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 15 | 4.82% | — | May 1993 | JATAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 35 | 22.56% | — | Dec 1998 | JATAX vs JAGTX | |
| Janus Henderson Enterprise Fund Class D | Mid Cap Growth Equities | 25 | 8.74% | — | Sep 1992 | JATAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 4.80% | — | May 1997 | JATAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 4.82% | — | Aug 1992 | JATAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 55 | 15.50% | — | Feb 2005 | JATAX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 30 | 18.83% | — | Feb 2000 | JATAX vs JACNX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 22.67% | — | Dec 1998 | JATAX vs JATIX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 14 | 5.02% | — | Dec 2009 | JATAX vs JFRDX |
Often Compared With JATAX
Investors most often compare JATAX with ALTEX, BGSIX, BFOCX. These 11 comparison targets span 8 categories, based on PortfoliosLab usage data.
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