3 / 5 Stars
2 3 3 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#14 in World Allocation
U.S. News evaluated 121 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 12.87 percent over the past year, 7.34 percent over the past three years, and 14.90 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||N/A|
The investment seeks total return through growth of capital and income. The fund invests in other Janus mutual 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 will have approximately 40% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund's investments that normally provides exposure of approximately 55% to equity investments, 35% 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 – Moderate has an expense ratio of 0.41 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.