3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.52 percent over the past year, 14.06 percent over the past three years, 14.38 percent over the past five years, and 9.59 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term growth of capital. The Portfolio pursues its investment objective by normally investing primarily in a core group of 20-40 common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The Portfolio may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.
Fees are Average compared to funds in the same category.
Janus Aspen Forty Portfolio has an expense ratio of 0.55 percent.
Risk is High compared to funds in the same category according to Morningstar.