Key stats
About JANUS DETROIT STREET TRUST HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
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Inception date
Feb 23, 2016
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
JSMD aims to pick outperformers from the small- and mid-cap spaces by selecting stocks with strong growth fundamentals (measured by ROIC, revenue growth, profit margin expansion, operating profit growth, and EPS growth). Smart beta funds already blur the line between passive and active management, but JSMD goes a step further by relying on an active manager to determine its sector weighting, the portfolio is weighted to align by sector with the Janus Triton Fund, an actively-managed traditional mutual fund with a small- and mid-cap growth mandate. Individual holdings are market cap-weighted within sectors, and the portfolio is rebalanced quarterly. Sibling JSML employs the same methodology but holds only small-cap stocks.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.