2 / 5 Stars
5 5 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#21 in World Allocation
U.S. News evaluated 127 World Allocation 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 10.44 percent over the past year, 7.86 percent over the past three years, and 11.73 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||9.6%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||N/A|
The investment seeks total return through a primary emphasis on income with a secondary emphasis on growth of capital. The fund invests in other Janus mutual funds ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It pursues this objective by investing in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 55% to fixed-income securities and money market instruments, 40% to equity investments, and 5% to alternative investments.
Fees are Below Average compared to funds in the same category.
Janus Global Allocation Fund – Conservative has an expense ratio of 0.43 percent.
Risk is Low compared to funds in the same category according to Morningstar.