Mutual Fund Insights: Janus Aspen Forty Instl Fund (JACAX)

In-depth Analysis of Janus Aspen Forty Instl Fund (JACAX)

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See Janus Aspen Forty Instl Fund (JACAX) performance details as of February 28, 2010

  

Last Trade: $34.77 on 3/19/2010, Change: -0.23 (-0.66%)

Experiment our closing price forecasting tool for Janus Aspen Forty Instl Fund (JACAX) (alpha release)

  

Fund Manager - Ronald Sachs

Fund Manager Tenure: 2.2 years
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

Ronald Sachs joined Janus in 1996 as a research analyst, and has acted as portfolio manager of other Janus-advised mutual funds since Juan 2000. Ronald Sachs holds the Chartered Financial Analyst designation.  Get more insights on Ronald Sachs

  

 What we like about Janus Aspen Forty Instl Fund (JACAX)

Data for Janus Aspen Forty Instl Fund (JACAX) as of February 28, 2010

• Janus Aspen Forty Instl Fund (JACAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Janus Aspen Forty Instl Fund (JACAX) has good short-term performance (1-year return 59.84% vs 51.46 % Large Growth category average)
• Janus Aspen Forty Instl Fund (JACAX) has good mid-term performance (3-year return 3.23% vs -3.50 % Large Growth category average)
• Janus Aspen Forty Instl Fund (JACAX) has good Long-term performance (5-year return 6.78% vs 1.34 % Large Growth category average)
• Janus Aspen Forty Instl Fund (JACAX) ratio of up-years vs down years is greater than 2
• Janus Aspen Forty Instl Fund (JACAX) has a Morningstar rating of 4 and above
• Janus Aspen Forty Instl Fund (JACAX) has an annual stock turnover rate of 61.00% vs Large Growth average of 109.62%. It is good that Janus Aspen Forty Instl management does not trade extensively for its return.
• Janus Aspen Forty Instl Fund (JACAX) has a lower management fee than its Large Growth average: 0.67% vs 1.33%
• Janus Aspen Forty Instl Fund (JACAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Janus Aspen Forty Instl Fund (JACAX)

Data for Janus Aspen Forty Instl Fund (JACAX) as of February 28, 2010

• Janus Aspen Forty Instl Fund (JACAX) management has been with Janus Aspen Forty Instl Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
• Janus Aspen Forty Instl Fund is a focused fund with 52.56% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Janus Aspen Forty Instl Fund (JACAX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.46 that is higher than category average of 21.35

See Janus Aspen Forty Instl Fund (JACAX) performance details as of February 28, 2010

  

  

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Janus Aspen Forty Instl Fund (JACAX) Net Asset

Track net asset change of Janus Aspen Forty Instl fund (JACAX)

Date	Net Asset
02/2010	$1.17B
01/2010	$582.28M
11/2009	$562.14M

More historic net asset information on Janus Aspen Forty Instl Fund (JACAX)

  

Janus Aspen Forty Instl Fund (JACAX) Portfolio Allocation

Track portfolio allocation change of Janus Aspen Forty Instl fund (JACAX)

Date	Cash	Stock	Bond	Other
09/2009	3.34%	96.66%	0%	0%
06/2009	2.38%	97.62%	0%	0%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on Janus Aspen Forty Instl Fund (JACAX)

  

Most Recent Top 10 Holdings in Janus Aspen Forty Instl Fund (JACAX)

Discover what Janus Aspen Forty Instl Fund (JACAX) manager is buying

30-Sep-09 Apple Inc. [8.64%] Research In Motion Limited [7.05%] Anheuser-Busch InBev SA [5.91%] Celgene Corporation [5.82%] Gilead Sciences, Inc. [5.63%] CVS CAREMARK CP [5.26%] Cisco Systems, Inc. [5.13%] Intuitive Surgical, Inc. [4.89%] Oracle Corporation [4.26%] Google Inc. [4.2%]

30-Jun-09 Apple Inc. [8.51%] Research in Motion, Ltd. [8.46%] Gilead Sciences, Inc. [6.56%] CVS CAREMARK CP [6.39%] Celgene Corporation [5.77%] Inbev [5.42%] Oracle Corporation [5.07%] ABB LTD [4.35%] Intuitive Surgical, Inc. [4.16%] Google Inc. [4.14%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Janus Aspen Forty Instl Fund (JACAX)

  

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See more information on Janus Aspen Forty Instl Fund (JACAX)

• Janus Aspen Forty Instl Fund Insights
• Janus Aspen Forty Instl Fund Performance Data
• Janus Aspen Forty Instl Fund News
• Janus Aspen Forty Instl Fund Score Explaination
• Janus Aspen Forty Instl Fund Manager Information
• Historic Janus Aspen Forty Instl Fund Asset Allocation Report
• Historic Janus Aspen Forty Instl Fund Top 10 Holding Tracking
• Historic Janus Aspen Forty Instl Fund Asset Under Management Tracking