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Janus Growth & Income S (JADGX) Fund Ranking and Research

Ranking, Research and Recommendation of Janus Growth & Income S (JADGX) Fund

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Graph of Janus Growth & Income S Fund (JADGX) ManagerFund Manager - Marc Pinto

Fund Manager Information

Fund Manager Tenure: 12.4 years
Fund Family: Janus
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Marc Pinto is Portfolio Manager for the Large Cap Growth and Opportunistic Growth strategies. Mr. Pinto is also Co-Portfolio Manager and Executive Vice President of Janus Balanced Fund and Janus Aspen Balanced Portfolio, as well as Portfolio Manager and Executive Vice President of Janus Growth and Income Fund and Janus Aspen Growth and Income Portfolio. He joined Janus as a research analyst in September 1994. Prior to joining Janus, he worked as an associate in the investment banking division at Goldman Sachs and as a research associate at Fred Alger Management.  Get more insights on Marc Pinto

 

Graph of Janus Growth & Income S Fund (JADGX) ProfileJanus Growth & Income S Fund (JADGX) Profile

Fund Profile and Description

Janus Growth & Income S Fund seeks long-term growth of capital and current income. Janus Growth & Income S Fund normally invests up to 75% of assets in equity securities with growth potential, and at least 25% of assets in securities with income potential. It may invest in foreign equity and debt securities, which may include investments in emerging markets. Janus Growth & Income S Fund can also invest in derivatives.

 

Janus Growth & Income S (JADGX) Fund Strength What we like about Janus Growth & Income S (JADGX) Fund

Data for Janus Growth & Income S Fund (JADGX) as of May 30, 2016

  • Janus Growth & Income S Fund (JADGX) management has been with Janus Growth & Income S Fund for 12.4 years
  • Janus Growth & Income S Fund (JADGX) has good short-term performance (1-year return 1.06% vs -1.15% Large Blend category median performance)
  • Janus Growth & Income S Fund (JADGX) has good mid-term performance (3-year return 9.47% vs 9.43% Large Blend category median performance)
  • Janus Growth & Income S Fund (JADGX) ratio of up-years vs down years is greater than 2
  • Asset base in Janus Growth & Income S Fund (JADGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Janus Growth & Income S Fund (JADGX) has an annual stock turnover rate of 30.00% vs Large Blend average of 53.12%. It is good that Janus Growth & Income S management does not trade extensively for its return.
  • Janus Growth & Income S Fund (JADGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.22, lower than category average of 11.67

Janus Growth & Income S Fund (JADGX) Weakness What we are cautious about Janus Growth & Income S (JADGX) Fund

Data for Janus Growth & Income S Fund (JADGX) as of May 30, 2016

  • Janus Growth & Income S Fund (JADGX) has a less-than-ideal Long-term performance (5-year return 9.77% vs 10.15% Large Blend category median performance)
  • Janus Growth & Income S Fund (JADGX) has a Morningstar rating of 3 and below
  • Janus Growth & Income S Fund (JADGX) has a higher expense ratio of 1.12% than its Large Blend average of 1.02%
  • Even though Janus Growth & Income S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Janus Growth & Income S Fund (JADGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Janus Growth & Income S Fund (JADGX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Janus Growth & Income S2.781.069.479.77
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Janus Growth & Income S Fund (JADGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Janus Growth & Income S Fund (JADGX) Net Asset TrackingJanus Growth & Income S (JADGX) Fund Net Asset

Track net asset change of Janus Growth & Income S fund (JADGX)

DateNet Asset
05/2016$4.15B
03/2016$3.90B
02/2016$3.89B
More historic net asset information on Janus Growth & Income S Fund (JADGX)

  

Graph of Janus Growth & Income S Fund (JADGX) Portfolio TrackingJanus Growth & Income S (JADGX) Fund Portfolio Allocation

Track portfolio allocation change of Janus Growth & Income S fund (JADGX)

DateCashStockBondOther
03/20160%96.72%0%3.28%
12/20150%95.63%0%4.21%
09/20150.13%97.29%0%2.41%
Click here to see more historic asset allocation information on Janus Growth & Income S Fund (JADGX)

 

graph of Janus Growth & Income S Fund (JADGX) Top 10 Position TrackingTop 10 Holdings in Janus Growth & Income S (JADGX) Fund

Discover what Janus Growth & Income S Fund (JADGX) manager is buying

Mar 30, 2016
Altria Group, Inc. [3.66%]
Microsoft Corporation [3.39%]
Apple Inc. [3.2%]
LyondellBasell Industries NV Or [2.88%]
U.S. Bancorp Common Stock [2.77%]
Texas Instruments Incorporated [2.71%]
Boeing Company (The) Common Sto [2.67%]
TE Connectivity Ltd. New Switze [2.63%]
AbbVie Inc. Common Stock [2.41%]

Dec 30, 2015
Altria Group, Inc. [3.42%]
Microsoft Corporation [3.42%]
Apple Inc. [3.21%]
U.S. Bancorp Common Stock [3.04%]
Boeing Company (The) Common Sto [2.94%]
LyondellBasell Industries NV Or [2.94%]
Texas Instruments Incorporated [2.76%]
TE Connectivity Ltd. New Switze [2.75%]
AbbVie Inc. Common Stock [2.51%]

Sep 29, 2015
Apple Inc. [3.72%]
Altria Group, Inc. [3.47%]
U.S. Bancorp Common Stock [3.09%]
Johnson & Johnson Common Stock [3.08%]
LyondellBasell Industries NV Or [2.99%]
Microsoft Corporation [2.89%]
Boeing Company (The) Common Sto [2.82%]
The Blackstone Group L.P. Commo [2.75%]
Union Pacific Corporation Commo [2.74%]
TE Connectivity Ltd. New Switze [2.7%]
Click here for Stock Holding Change Map in Janus Growth & Income S Fund (JADGX)

  

Latest News on Janus Growth & Income S (JADGX) Fund

See what is happening with Janus Growth & Income S Fund (JADGX)

 

Janus Growth & Income S Fund (JADGX) Related ResourcesSee more information on Janus Growth & Income S (JADGX) Fund

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