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Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund Ranking and Research

Ranking, Research and Recommendation of Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) ManagerFund Manager - Thomas Perkins

Fund Manager Information

Fund Manager Tenure: 20.3 years
Fund Family: Janus
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) ProfileJanus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Profile

Fund Profile and Description

Janus Aspen Perkins Mid Cap Value Instl Fund seeks capital appreciation. Janus Aspen Perkins Mid Cap Value Instl Fund invests primarily in common stocks selected for their capital appreciation potential. It primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe to be undervalued. Janus Aspen Perkins Mid Cap Value Instl Fund normally invests at least 80% of assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Mid Cap(R) Value Index. It may invest in foreign equity and debt securities, which may include investments in emerging markets.

 

Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund Strength What we like about Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

Data for Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) as of May 30, 2016

  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) management has been with Janus Aspen Perkins Mid Cap Value Instl Fund for 20.3 years
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has good short-term performance (1-year return 2.02% vs -3.20% Mid-Cap Value category median performance)
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) ratio of up-years vs down years is greater than 2
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a Morningstar rating of 4 and above
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.4, lower than category average of 12.6
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a lower expense ratio than its Mid-Cap Value average: 0.59% vs 1.18%
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Weakness What we are cautious about Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

Data for Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) as of May 30, 2016

  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a less-than-ideal mid-term performance (3-year return 7.38% vs 8.20% Mid-Cap Value category median performance)
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a less-than-ideal Long-term performance (5-year return 7.18% vs 8.87% Mid-Cap Value category median performance)
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has an annual stock turnover rate of 77.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Janus Aspen Perkins Mid Cap Value Instl is more nimble, but also signal potential high tax impact and high trading fees
See Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) performance details as of May 30, 2016

 

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Compare Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Janus Aspen Perkins Mid Cap Value Instl6.352.027.387.18
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Net Asset TrackingJanus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund Net Asset

Track net asset change of Janus Aspen Perkins Mid Cap Value Instl fund (JAMVX)

DateNet Asset
05/2016$103.70M
03/2016$92.81M
02/2016$93.92M
More historic net asset information on Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

  

Graph of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Portfolio TrackingJanus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund Portfolio Allocation

Track portfolio allocation change of Janus Aspen Perkins Mid Cap Value Instl fund (JAMVX)

DateCashStockBondOther
03/20165.93%94.07%0%0%
12/20154.78%95.22%0%0%
09/20156.04%93.96%0%0%
Click here to see more historic asset allocation information on Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

 

graph of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Top 10 Position TrackingTop 10 Holdings in Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

Discover what Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) manager is buying

Mar 30, 2016
Alliant Energy Corporation Comm [2.59%]
Pinnacle West Capital Corporati [2.53%]
Check Point Software Technologi [2.53%]
Citizens Financial Group, Inc. [2.51%]
Torchmark Corporation Common St [2.25%]
Equity Lifestyle Properties, In [2.24%]
Southwest Gas Corporation Commo [2.17%]
Compass Minerals Intl Inc Commo [2.08%]
Simpson Manufacturing Company, [2.07%]
Caseys General Stores, Inc. [2.06%]

Dec 30, 2015
Caseys General Stores, Inc. [2.97%]
Citizens Financial Group, Inc. [2.91%]
Alliant Energy Corporation Comm [2.56%]
PP&L Corporation Common Stock [2.52%]
Torchmark Corporation Common St [2.3%]
Check Point Software Technologi [2.28%]
Waste Connections, Inc. Common [2.25%]
Dr Pepper Snapple Group, Inc Dr [2.12%]
Fifth Third Bancorp [2.05%]
Omnicom Group Inc. Common Stock [2%]

Sep 29, 2015
PP&L Corporation Common Stock [2.49%]
Caseys General Stores, Inc. [2.46%]
Alliant Energy Corporation Comm [2.18%]
Fifth Third Bancorp [2.09%]
Laboratory Corporation of Ameri [2.08%]
Citizens Financial Group, Inc. [2.07%]
Torchmark Corporation Common St [2.06%]
Waste Connections, Inc. Common [1.96%]
Marsh & McLennan Companies, Inc [1.87%]
Dr Pepper Snapple Group, Inc Dr [1.63%]
Click here for Stock Holding Change Map in Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

  

Latest News on Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

See what is happening with Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

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Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) Related ResourcesSee more information on Janus Aspen Perkins Mid Cap Value Instl (JAMVX) Fund

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