Henderson Global Equity Fund Quote
| HFQIX Fund | USD 6.24 0.03 0.48% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Henderson Global is trading at 6.24 as of the 27th of November 2024; that is 0.48 percent decrease since the beginning of the trading day. The fund's open price was 6.27. Henderson Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Henderson Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of February 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund pursues its investment objectives by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. More on Henderson Global Equity
Henderson Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Janus Henderson (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Henderson Global Equity [HFQIX] is traded in USA and was established 27th of November 2024. Henderson Global is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Janus Henderson family. This fund currently has accumulated 6.1 B in assets under management (AUM) with no minimum investment requirementsHenderson Global Equity is currently producing year-to-date (YTD) return of 9.28% with the current yeild of 0.08%, while the total return for the last 3 years was 5.45%.
Check Henderson Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Henderson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Henderson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Henderson Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Henderson Global Equity Mutual Fund Constituents
| TKOMF | Tokio Marine Holdings | Pink Sheet | Insurance—Property & Casualty | |
| AVGO | Broadcom | Stock | Information Technology | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| CME | CME Group | Stock | Financials | |
| INGVF | ING Groep NV | Pink Sheet | Banks—Diversified | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| NOVN | Novan Inc | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Henderson Global Equity Risk Profiles
| Mean Deviation | 0.4913 | |||
| Standard Deviation | 0.6009 | |||
| Variance | 0.361 | |||
| Risk Adjusted Performance | (0.02) |
Henderson Global Against Markets
Other Information on Investing in Henderson Mutual Fund
Henderson Global financial ratios help investors to determine whether Henderson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Henderson with respect to the benefits of owning Henderson Global security.
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