Janus Henderson Mid Cap Value Fund Q1 2026 Commentary
2026-05-20·via All Articles on Seeking Alpha
Summary
The Janus Henderson Mid Cap Value Fund returned 5.54% and the Russell Midcap® Value Index returned 3.68%.
Stock selection in the materials and financials sectors contributed to relative performance.
U. S. -based global energy company ConocoPhillips was a top positive contributor to the portfolio's relative performance.
Following the stock performance, Janus Henderson trimmed its position in Casey's General Stores.
While the resulting earnings impact of this investigation was minimal, Janus Henderson significantly reduced its position in ICON and is closely monitoring further developments.
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At a glance
Performance
The Fund returned 5.54% and the Russell Midcap® Value Index returned 3.68%.
Contributors/detractors
Stock selection in the materials and financials sectors contributed to relative performance. Stock selection and an underweight in
