JACNX Mutual Fund

NAV$31.12

AUM$2.0B

TER0.65%

Holdings49

See how much of JACNX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

JACNX Mutual Fund

NAV$31.12

Janus Henderson Contrarian Fund Class D

AUM$2.0B

TER0.65%

Holdings49

See how much of JACNX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing the top 10 of 49 holdings · as of Aug 31, 2026

Top 10 weight

45.61%

JACNX top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	COF	Capital One Financial Corp.Financials · Banks	5.33%	5.3%	1,266,330	$271.64M	Financials	Banks
2	TSM	Taiwan Semiconductor Manufacturing Co LtdInfo Tech · Semiconductors	5.06%	10.4%	620,950	$257.89M	Info Tech	Semiconductors
Sector and industry · Pro
3	—	Nebius Group Nv	4.98%	15.4%	1,231,340	$254.05M
4	LITE	Lumentum Holdings Inc	4.88%	20.3%	271,811	$248.64M
5	MRVL	Marvell Technology Inc	4.75%	25.0%	1,143,035	$241.93M
6	PNC	PNC Financial Services Group Inc.	4.56%	29.6%	970,560	$232.58M
7	ORCL	Oracle Corp -	4.20%	33.8%	1,435,778	$214.10M
8	UNH	Unitedhealth Group Inc	4.09%	37.8%	535,384	$208.48M
9	AMZN	Amazon.com Inc	4.08%	41.9%	801,122	$208.11M
10	HWM	Howmet Aerospace	3.68%	45.6%	766,246	$187.69M
More holdings · Pro

FundXLS Pro

See the other 39 holdings of JACNX

X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.

Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Themes in the top 10

Telecom InfrastructureInflation ProtectionInterest RatesSemiconductorsArtificial IntelligenceCloud ComputingRobotics & AutomationEmerging TechNetworking InfrastructureInternet & Digital5G InfrastructureGlobal BankingLending & CreditPaymentsAsset Management

JACNX Mutual Fund Top Holdings

JACNX holdings top 10 positions. The top 10 holdings account for 45.6% of the fund, led by Capital One Financial Corp. at 5.3%, Taiwan Semiconductor Manufacturing Co Ltd at 5.1%, Nebius Group Nv at 5.0%.

JACNX portfolio concentration is moderate, with the top 10 representing 45.6% of total assets. The largest sector exposure is Information Technology at 21.7%.

JACNX sectors provide a detailed breakdown. JACNX overlap shows how holdings compare to other funds in your portfolio.