駿利亨德森資產管理基金 - 駿利亨德森美國價值中小基金 B2 美元

29.18美元0.05(0.17%)
2024/02/27更新
績效 / 
1月3.33%
3月13.54%
1年7.99%
晨星評等

基本資料

基金公司/總代理人
野村證券投資信託股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國靈活型股票
基金家族
Janus Henderson Investors
公開說明書基準指數
-
晨星組別基準指數
Morningstar US Market Ext NR USD
基金規模
161.98百萬截至 2024-02-26
年初至今報酬率
3.62%
殖利率
0.00
晨星評等
成立日期
2000-11-30

投資策略

基金的投資目標是長期資本增長。基金利用「價值」投資法,主要投資於具有長期資本增長潛力的普通股,側重於Janus認為股價相對於其內在價值顯得偏低的公司。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Preloger Kevin
  • 資歷 2年(2021-09-30 至今)
  • Kevin Preloger is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. He is responsible for co-managing the US Mid Cap Value and US SMID Cap Value strategies. Kevin joined the firm in 2002 as a research analyst covering the financial services sector. He was named co-portfolio manager of the US Mid Cap Value strategy in 2013 and the US SMID Cap Value strategy in 2017. Prior to joining the firm, he worked as an analyst at ABN AMRO/LaSalle Bank Wealth Management and covered the financial services and technology sectors during his five-year tenure at the firm.
    Kevin received his bachelor of arts degree in economics from Northwestern University. He has 26 years of financial industry experience.
  • Tugman Justin
  • 資歷 2年(2021-09-30 至今)
  • Justin Tugman is a Portfolio Manager at Janus Henderson Investors and co-leads the SMID Value Team. He is responsible for co-managing the US Small Cap Value, US Mid Cap Value, and US SMID Cap Value strategies. He has co-managed the US Small Cap Value strategy since 2009, the US Mid Cap Value strategy since 2015, and the US SMID Cap Value strategy since 2017. Justin served as a research analyst through 2012, covering the energy and utility sectors upon joining the firm in 2004. Prior to that, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm. 
    Justin received his bachelor of science degree in finance from the University of Wyoming and an MBA with a concentration in finance from Tulane University. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.

基金費用

最低認購金額
2,500美元
申購手續費
-
保管費
-
分銷費
1.00%
管理費
1.25%
最高管理費
1.50%
遞延費
-
最高遞延費
4.00%

聯絡資訊

基金投資顧問
野村證券投資信託股份有限公司
聯絡電話
(02)8758-1568
基金顧問地址
台北市信義路五段7號30樓
基金顧問網址
www.nomurafunds.com.tw