Growth

 

Objective

The investment seeks long-term growth of capital.

Manager

Your plan offers investments other than the American Funds. The fund listed on this page is managed by Janus Henderson. For more information, please read the prospectus available from your employer or the plan’s financial adviser. You can also call Janus Henderson at +1 8773352687.

All fund information other than information about the American Funds and industry average expense ratios, is provided by Morningstar or the respective fund family.
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*Fund expenses are as of the fund’s prospectus. Net expense ratios reflect any applicable waivers and/or reimbursements. Gross expense ratios do not. Please see the fund’s most recent prospectus for details.

Investments

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Where the fund was invested

(as of 10/31/25; percentage of net assets; holdings are subject to change)

Past results

The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years. (The percentages are shown at net asset value, updated annually as of 12/31.)

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely.  

Average annual total returns