Morningstar® Investment Profile™   Morningstar®
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Janus Henderson VIT Enterprise Instl  JAAGX
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 532
Mid-Cap Growth Funds
Style Box™
What is this?
As of 2022-03-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term growth of capital.
The Portfolio pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.
  Morningstar Category: Mid-Cap Growth
Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). 
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 81.6
Bullet Non-U.S. Stocks Non-U.S. Stocks 14.7
Bullet Bonds Bonds 0.0
Bullet Cash Cash 3.7
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 23.80
Basic Materials 0.68
Consumer Cyclical 7.94
Financial Services 13.50
Real Estate 1.68
Sensitive 56.80
Communication Services 2.92
Energy 1.81
Industrials 13.94
Technology 38.13
Defensive 19.40
Consumer Defensive 0.37
Healthcare 17.16
Utilities 1.87
Data through 2022-03-31
Holding Status
Total Number of Stock Holdings 78
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 27.85
Turnover % (as of 2021-12-31) 17.00
30 Day SEC Yield % 0.00
Top Holdings
Sector P/E % of Net
LPL Financial Holdings Inc 34.54 3.81
SS&C Technologies Holdings Inc 21.47 3.13
ON Semiconductor Corp 18.67 3.08
Constellation Software Inc --- 2.90
JB Hunt Transport Services Inc 21.41 2.64
Boston Scientific Corp 77.38 2.63
Intact Financial Corp --- 2.59
WR Berkley Corp 14.36 2.48
GoDaddy Inc Class A 42.40 2.34
TE Connectivity Ltd 17.09 2.25
Data through 2022-03-31
  Principal Risks   
Lending, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Mid-Cap, Real Estate/REIT Sector
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  Other Information
Inception Date: 1993-09-13
Portfolio Manager(s)
Philip Cody Wheaton   (2016-07-01)
Cody Wheaton is a Portfolio Manager at Janus Henderson Investors, responsible for the Mid Cap Growth strategy. In addition to portfolio responsibilities, he serves as a Research Analyst focusing on small- and mid-cap stocks within the Financials and Consumer sectors. He joined Janus as a research analyst in 2001. Mr. Wheaton received his bachelor of arts degree in economics and government from Dartmouth College. He holds the Chartered Financial Analyst designation.
Brian Demain   (2007-11-01)
Brian Demain is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Mid Cap Growth strategy, a position he has held since 2007. Mr. Demain joined Janus in 1999 as a research analyst, focusing on companies in the media and communications sectors. From 2004 to 2007, he led the communications sector research team. Mr. Demain received his bachelor of arts degree in economics from Princeton University, where he graduated summa cum laude and Phi Beta Kappa. His academic achievements culminated with winning a Senior Thesis Prize. Mr. Demain holds the Chartered Financial Analyst designation.
Investment Advisor(s)
Janus Henderson Investors US LLC
Janus Henderson
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