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Mutual Fund Insights: Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

In-depth Analysis of Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

Mutual fund chart: Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

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See Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) performance details as of January 31, 2010

  

    Last Trade: $14.54 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) (alpha release)

  

Fund Manager - Jeffrey R. Kautz

Fund Manager Tenure: 7.2 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Kautz has served as a research analyst for the value products of Perkins since October 1997. Previously, Kautz was a portfolio manager for Berger Mid Cap Value Fund. Kautz holds the Chartered Financial Analyst designation.  Get more insights on Jeffrey R. Kautz

  

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

Data for Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) as of January 31, 2010

  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) management has been with Janus Aspen Perkins Mid Cap Value Instl Fund for 7.2 years
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has good mid-term performance (3-year return -0.39% vs -6.98% Mid-Cap Value category average)
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has good Long-term performance (5-year return 5.89% vs 1.33% Mid-Cap Value category average)
  • 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) has an annual stock turnover rate of 100.00% vs Mid-Cap Value average of 107.20%. It is good that Janus Aspen Perkins Mid Cap Value Instl management does not trade extensively for its return.
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.17, lower than category average of 24.2
  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a lower management fee than its Mid-Cap Value average: 1.24% vs 1.37%
  • 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

  

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

Data for Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) as of January 31, 2010

  • Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) has a less-than-ideal short-term performance (1-year return 40.48% vs 43.98% Mid-Cap Value category average)
See Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX) performance details as of January 31, 2010

  

  

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Below are some additional Mid-Cap Value mutual funds generated out of our database

  

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

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

DateNet Asset
01/2010$31.44M
11/2009$32.42M
10/2009$23.09M
More historic net asset information on Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

  

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

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

DateCashStockBondOther
09/20095.75%92.85%0%1.39%
06/20090%100%0%0%
03/20090%0%0%0%
Click here to see more historic asset allocation information on Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

  

Most Recent Top 10 Holdings in Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

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

30-Sep-09
LUBRIZOL CP [1.96%]
INVESCO PLC NEW [1.64%]
THERMO FISHER SCIENT [1.59%]
PLAINS ALL AMER LP [1.49%]
TYCO INTL LTD SWZ [1.48%]
LABORATORY CORP NEW [1.4%]
HESS CP [1.35%]
ALLSTATE CP [1.33%]
EVEREST RE GRP LTD [1.32%]
GOLDCORP INC [1.29%]

30-Jun-09
LUBRIZOL CP [1.96%]
INVESCO PLC NEW [1.64%]
THERMO FISHER SCIENT [1.59%]
PLAINS ALL AMER LP [1.49%]
TYCO INTL LTD SWZ [1.48%]
LABORATORY CORP NEW [1.4%]
HESS CP [1.35%]
ALLSTATE CP [1.33%]
EVEREST RE GRP LTD [1.32%]
GENPACT LIMITED [1.29%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
N/A [0%]
N/A [0%]
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Click here for Stock Holding Change Map in Janus Aspen Perkins Mid Cap Value Instl Fund (JAMVX)

  

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