Janus Henderson Global Real Estate Fund
Shareclass
Janus Henderson Global Real Estate T (JERTX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 488 out of 867 funds
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Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Janus Henderson Global Real Estate Fund JERTX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Stockland Corp Ltd1.16% of assets$4.02M invested
- 2. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.1.08% of assets$3.76M invested
- 3. CapitaLand Integrated Commercial Trust1.02% of assets$3.52M invested
- 4. Welltower Inc2.79% of assets$9.66M invested
- 5. HMC Capital Ltd0.24% of assets$828,921 invested
- 6. Canadian Apartment Properties Real Estate Investment Trust Unit2.21% of assets$7.64M invested
- 7. Ventas Inc2.72% of assets$9.43M invested
- 8. British Land Co PLC0.79% of assets$2.74M invested
- 9. Sabra Health Care REIT Inc2.17% of assets$7.52M invested
- 10. UNITE Group PLC0.63% of assets$2.19M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Japan Metropolitan Fund Investment Corp1.03% of assets$3.57M invested
- 2. Activia Properties Inc0.77% of assets$2.66M invested
- 3. KDX Realty Investment Corp0.91% of assets$3.14M invested
- 4. Highwoods Properties Inc1.46% of assets$5.05M invested
- 5. Comforia Residential REIT Inc0.77% of assets$2.67M invested
- 6. Tritax Big Box Ord0.94% of assets$3.24M invested
- 7. UDR Inc2.6% of assets$8.99M invested
- 8. Lineage Inc REIT2.22% of assets$7.67M invested
- 9. Invincible Investment Corp1.35% of assets$4.68M invested
- 10. Mitsubishi Estate Co Ltd1.4% of assets$4.86M invested
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Financial performance
Performance data provided by
Find more financial data on JERTX at Morningstar.com
Find more financial data on JERTX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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