3 / 5 Stars
1 1 1 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#20 in World Allocation
U.S. News evaluated 129 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 19.70 percent over the past year, 8.54 percent over the past three years, and 13.10 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.7%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||N/A|
The investment seeks total return through a primary emphasis on growth of capital with a secondary emphasis on income. 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 invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 75% to equity investments, 15% to fixed-income securities and money market instruments, and 10% to alternative investments.
Fees are Low compared to funds in the same category.
Janus Global Allocation Fund – Growth has an expense ratio of 0.41 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.