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INTECH US Core A (JDOAX) Fund Ranking and Research

Ranking, Research and Recommendation of INTECH US Core A (JDOAX) Fund

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

 

Graph of INTECH US Core A Fund (JDOAX) ManagerFund Manager - Vassilios Papathanakos

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: Janus
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of INTECH US Core A Fund (JDOAX) ProfileINTECH US Core A Fund (JDOAX) Profile

Fund Profile and Description

INTECH US Core A Fund seeks long-term growth of capital. INTECH US Core A Fund invests primarily in common stocks from the universe of the fund's benchmark index, which is the S&P 500® Index. Stocks are selected for their potential contribution to the long-term growth of capital, utilizing INTECH's mathematical investment process. It can invest assets in derivatives.

 

INTECH US Core A (JDOAX) Fund Strength What we like about INTECH US Core A (JDOAX) Fund

Data for INTECH US Core A Fund (JDOAX) as of May 30, 2016

  • INTECH US Core A Fund (JDOAX) management has been with INTECH US Core A Fund for 8.3 years
  • INTECH US Core A Fund (JDOAX) has good short-term performance (1-year return 0.45% vs -1.74% Large Growth category median performance)
  • INTECH US Core A Fund (JDOAX) has good mid-term performance (3-year return 10.77% vs 10.74% Large Growth category median performance)
  • INTECH US Core A Fund (JDOAX) has good Long-term performance (5-year return 11.51% vs 10.14% Large Growth category median performance)
  • INTECH US Core A Fund (JDOAX) ratio of up-years vs down years is greater than 2
  • INTECH US Core A Fund (JDOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.1, lower than category average of 12.75
  • INTECH US Core A Fund (JDOAX) has a lower expense ratio than its Large Growth average: 0.89% vs 1.17%

INTECH US Core A Fund (JDOAX) Weakness What we are cautious about INTECH US Core A (JDOAX) Fund

Data for INTECH US Core A Fund (JDOAX) as of May 30, 2016

  • INTECH US Core A Fund (JDOAX) has a Morningstar rating of 3 and below
  • INTECH US Core A Fund (JDOAX) has an annual stock turnover rate of 130.00% that is higher than the Large Growth average of 50.46%. This could mean INTECH US Core A is more nimble, but also signal potential high tax impact and high trading fees
  • INTECH US Core A Fund (JDOAX) carries a 5.75% load
See INTECH US Core A Fund (JDOAX) performance details as of May 30, 2016

 

What do you think?

 

Compare INTECH US Core A Fund (JDOAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
INTECH US Core A2.060.4510.7711.51
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare INTECH US Core A Fund (JDOAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of INTECH US Core A Fund (JDOAX) Net Asset TrackingINTECH US Core A (JDOAX) Fund Net Asset

Track net asset change of INTECH US Core A fund (JDOAX)

DateNet Asset
05/2016$592.97M
03/2016$575.91M
02/2016$578.91M
More historic net asset information on INTECH US Core A Fund (JDOAX)

  

Graph of INTECH US Core A Fund (JDOAX) Portfolio TrackingINTECH US Core A (JDOAX) Fund Portfolio Allocation

Track portfolio allocation change of INTECH US Core A fund (JDOAX)

DateCashStockBondOther
03/20160.38%99.62%0%0%
12/20150%96.73%0%3.27%
09/20150%95.89%0%4.11%
Click here to see more historic asset allocation information on INTECH US Core A Fund (JDOAX)

 

graph of INTECH US Core A Fund (JDOAX) Top 10 Position TrackingTop 10 Holdings in INTECH US Core A (JDOAX) Fund

Discover what INTECH US Core A Fund (JDOAX) manager is buying

Mar 30, 2016
Anthem, Inc. Common Stock [2.33%]
Facebook, Inc. [2.28%]
Home Depot, Inc. (The) Common S [2.19%]
CVS Health Corporation Common S [2.04%]
Constellation Brands, Inc. Comm [2.01%]
Lockheed Martin Corporation Com [1.83%]
CME Group Inc. [1.72%]
Public Storage Common Stock [1.7%]
Activision Blizzard, Inc [1.63%]
Amazon.com, Inc. [1.59%]

Dec 30, 2015
Anthem, Inc. Common Stock [2.93%]
Home Depot, Inc. (The) Common S [2.13%]
CVS Health Corporation Common S [1.89%]
Lockheed Martin Corporation Com [1.76%]
AmerisourceBergen Corporation C [1.74%]
Zoetis Inc. Class A Common Stoc [1.59%]
CME Group Inc. [1.59%]
Aetna Inc. Common Stock [1.56%]
Allergan plc Ordinary Shares [1.51%]

Sep 29, 2015
Anthem, Inc. Common Stock [3.01%]
Lockheed Martin Corporation Com [2.14%]
Home Depot, Inc. (The) Common S [1.9%]
Facebook, Inc. [1.79%]
CVS Health Corporation Common S [1.76%]
Avago Technologies Limited [1.74%]
Allergan plc Ordinary Shares [1.68%]
CME Group Inc. [1.66%]
AmerisourceBergen Corporation C [1.63%]
Aetna Inc. Common Stock [1.61%]
Click here for Stock Holding Change Map in INTECH US Core A Fund (JDOAX)

  

Latest News on INTECH US Core A (JDOAX) Fund

See what is happening with INTECH US Core A Fund (JDOAX)

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INTECH US Core A Fund (JDOAX) Related ResourcesSee more information on INTECH US Core A (JDOAX) Fund

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