| Scorecard |
|---|
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3 / 5 Stars
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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
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TheStreet.com
D
(Sell)
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U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.20 percent over the past year, 8.73 percent over the past three years, 1.36 percent over the past five years, and 9.84 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 12.2% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | 1.4% |
| 10 Years (Annualized) | 9.8% |
Summary
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 equity and debt securities, which may include investments in emerging markets. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Janus Aspen Forty Portfolio has an expense ratio of 0.55 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
