Janus Henderson Forty Fund Class D (JFRDX) 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 JFRDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JFRDX
JFRDX charges 0.63% annually. There are 97 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 | JFRDX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | JFRDX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JFRDX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | JFRDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | JFRDX vs VIGAX |
Best Risk-Adjusted Alternatives to JFRDX
JFRDX has a PortfoliosLab risk / return rank of 24. There are 253 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | JFRDX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | JFRDX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | JFRDX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | JFRDX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JFRDX vs POGRX |
Top Performing JFRDX Alternatives (YTD)
JFRDX is at 8.41% YTD. There are 246 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | JFRDX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | JFRDX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | JFRDX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | JFRDX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | JFRDX vs FOKFX |
Lowest Volatility Alternatives to JFRDX
JFRDX has 17.40% 1-year volatility. There are 329 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | JFRDX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | JFRDX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | JFRDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | JFRDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | JFRDX vs AWYIX |
Lowest Drawdown Alternatives to JFRDX
JFRDX has a 1-year max drawdown of -19.05%. There are 371 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | JFRDX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JFRDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JFRDX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | JFRDX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JFRDX vs AQEIX |
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 | JFRDX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 27 | 9.24% | — | May 1993 | JFRDX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 79 | 35.15% | — | Dec 1998 | JFRDX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 15 | 6.58% | — | Sep 1992 | JFRDX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 23 | 8.23% | — | May 1997 | JFRDX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 36 | 3.93% | — | Aug 1992 | JFRDX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | JFRDX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 79 | 35.22% | — | Dec 1998 | JFRDX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 80 | 35.13% | — | Jan 2000 | JFRDX vs JGLTX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 39 | 22.37% | — | Feb 2000 | JFRDX vs JACNX |
Often Compared With JFRDX
Investors most often compare JFRDX with SPY, QQQ, JANVX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JFRDX with Any Fund or Stock
Compare JFRDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JFRDX with funds that move differently
Janus Henderson Forty Fund Class D alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JFRDX.
Explore JFRDX Diversifiers