JSMD

JSMD aims to pick outperformers from the small- and mid-cap spaces by selecting stocks with strong growth fundamentals (measured by ROIC, revenue growth, profit margin expansion, operating profit growth, and EPS growth). Smart beta funds already blur the line between passive and active management, but JSMD goes a step further by relying on an active manager to determine its sector weighting, the portfolio is weighted to align by sector with the Janus Triton Fund, an actively-managed traditional mutual fund with a small- and mid-cap growth mandate. Individual holdings are market cap-weighted within sectors, and the portfolio is rebalanced quarterly. Sibling JSML employs the same methodology but holds only small-cap stocks.