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 95 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JFRDX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | JFRDX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JFRDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JFRDX vs VIGAX |
Best Risk-Adjusted Alternatives to JFRDX
JFRDX has a PortfoliosLab risk / return rank of 11. There are 309 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | JFRDX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | JFRDX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | JFRDX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | JFRDX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | JFRDX vs FOCKX |
Top Performing JFRDX Alternatives (YTD)
JFRDX is at 5.13% YTD. There are 274 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | JFRDX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | JFRDX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | JFRDX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | JFRDX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | JFRDX vs FOCKX |
Lowest Volatility Alternatives to JFRDX
JFRDX has 18.86% 1-year volatility. There are 325 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | JFRDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | JFRDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | JFRDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | JFRDX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | JFRDX vs GQEPX |
Lowest Drawdown Alternatives to JFRDX
JFRDX has a 1-year max drawdown of -19.05%. There are 365 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 | JFRDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JFRDX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JFRDX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JFRDX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JFRDX vs DNVYX |
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 | 46 | 27.30% | — | Dec 1998 | JFRDX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 14 | 6.10% | — | May 1993 | JFRDX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 46 | 27.23% | — | Dec 1998 | JFRDX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 19 | 8.14% | — | Sep 1992 | JFRDX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 11 | 4.92% | — | May 1997 | JFRDX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 30 | 4.13% | — | Aug 1992 | JFRDX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 49 | 15.88% | — | Feb 2005 | JFRDX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 46 | 27.33% | — | Dec 1998 | JFRDX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 22 | 18.49% | — | Feb 2000 | JFRDX vs JACNX | |
| Janus Henderson Global Select Fund | Global Equities | 39 | 9.56% | — | Jun 2000 | JFRDX vs JANRX |
Often Compared With JFRDX
Investors most often compare JFRDX with SPY, QQQ, JANVX. These 20 comparison targets span 10 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