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INTECH US Mgd Volatility I (JRSIX) Fund Ranking and Research

Ranking, Research and Recommendation of INTECH US Mgd Volatility I (JRSIX) Fund

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

 

Graph of INTECH US Mgd Volatility I Fund (JRSIX) ManagerFund Manager - Vassilios Papathanakos

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: JRSAX  JRSCX  JRSSX  JRSTX 
Fund Family: Janus
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Vassilios Papathanakos has been Director of Research of INTECH since January 2007. Dr. Papathanakos joined INTECH in October 2006 as Associate Director of Research. He received his Ph.D. in Physics from Princeton University and holds a B.S. in Physics from the University of Ioannina, Greece. Dr. Papathanakos taught at Princeton University, at the undergraduate and graduate level. Dr. Papathanakos lectured on both theoretical and applied aspects of investing at a number of academic and professional conferences. Dr. Papathankos implements the optimization process and collaborates in the execution of portfolio management and trading. He conducts mathematical research within the framework of Stochastic Portfolio Theory.  Get more insights on Vassilios Papathanakos

 

Graph of INTECH US Mgd Volatility I Fund (JRSIX) ProfileINTECH US Mgd Volatility I Fund (JRSIX) Profile

Fund Profile and Description

INTECH US Mgd Volatility I Fund seeks long-term growth of capital. INTECH US Mgd Volatility I Fund normally invests in common stocks from the universe of the benchmark, which is the Russell 1000® Value Index. Stocks are selected for their potential contribution to the long-term growth of capital, utilizing INTECH's mathematical investment process. It may invest the assets in derivatives.

 

INTECH US Mgd Volatility I (JRSIX) Fund Strength What we like about INTECH US Mgd Volatility I (JRSIX) Fund

Data for INTECH US Mgd Volatility I Fund (JRSIX) as of May 30, 2016

  • INTECH US Mgd Volatility I Fund (JRSIX) management has been with INTECH US Mgd Volatility I Fund for 8.3 years
  • INTECH US Mgd Volatility I Fund (JRSIX) has good short-term performance (1-year return 3.04% vs -1.15% Large Blend category median performance)
  • INTECH US Mgd Volatility I Fund (JRSIX) has good mid-term performance (3-year return 10.74% vs 9.43% Large Blend category median performance)
  • INTECH US Mgd Volatility I Fund (JRSIX) has good Long-term performance (5-year return 11.78% vs 10.15% Large Blend category median performance)
  • INTECH US Mgd Volatility I Fund (JRSIX) ratio of up-years vs down years is greater than 2
  • INTECH US Mgd Volatility I Fund (JRSIX) has a Morningstar rating of 4 and above
  • Asset base in INTECH US Mgd Volatility I Fund (JRSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • INTECH US Mgd Volatility I Fund (JRSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.18, lower than category average of 11.67
  • INTECH US Mgd Volatility I Fund (JRSIX) has a lower expense ratio than its Large Blend average: 0.71% vs 1.02%
  • INTECH US Mgd Volatility I Fund (JRSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

INTECH US Mgd Volatility I Fund (JRSIX) Weakness What we are cautious about INTECH US Mgd Volatility I (JRSIX) Fund

Data for INTECH US Mgd Volatility I Fund (JRSIX) as of May 30, 2016

  • INTECH US Mgd Volatility I Fund (JRSIX) has an annual stock turnover rate of 107.00% that is higher than the Large Blend average of 53.12%. This could mean INTECH US Mgd Volatility I is more nimble, but also signal potential high tax impact and high trading fees
See INTECH US Mgd Volatility I Fund (JRSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare INTECH US Mgd Volatility I Fund (JRSIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
INTECH US Mgd Volatility I4.193.0410.7411.78
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 INTECH US Mgd Volatility I Fund (JRSIX)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 INTECH US Mgd Volatility I Fund (JRSIX) Net Asset TrackingINTECH US Mgd Volatility I (JRSIX) Fund Net Asset

Track net asset change of INTECH US Mgd Volatility I fund (JRSIX)

DateNet Asset
05/2016$382.21M
03/2016$360.70M
02/2016$310.76M
More historic net asset information on INTECH US Mgd Volatility I Fund (JRSIX)

  

Graph of INTECH US Mgd Volatility I Fund (JRSIX) Portfolio TrackingINTECH US Mgd Volatility I (JRSIX) Fund Portfolio Allocation

Track portfolio allocation change of INTECH US Mgd Volatility I fund (JRSIX)

DateCashStockBondOther
12/20151.91%95.11%0%2.98%
09/20151.19%96.59%0%2.22%
06/20150.59%98.77%0%0.64%
Click here to see more historic asset allocation information on INTECH US Mgd Volatility I Fund (JRSIX)

 

graph of INTECH US Mgd Volatility I Fund (JRSIX) Top 10 Position TrackingTop 10 Holdings in INTECH US Mgd Volatility I (JRSIX) Fund

Discover what INTECH US Mgd Volatility I Fund (JRSIX) manager is buying

Dec 30, 2015
General Mills, Inc. Common Stoc [3.03%]
Reynolds American Inc Common St [2.57%]
Altria Group, Inc. [2.49%]
Facebook, Inc. [1.46%]
Anthem, Inc. Common Stock [1.41%]
AmerisourceBergen Corporation C [1.34%]
Southwest Airlines Company Comm [1.3%]
Digital Realty Trust, Inc. Comm [1.26%]
L Brands, Inc. [1.21%]
Ulta Salon, Cosmetics & Fragran [1.11%]

Sep 29, 2015
General Mills, Inc. Common Stoc [2.77%]
Reynolds American Inc Common St [2.4%]
Altria Group, Inc. [2.31%]
Apple Inc. [1.54%]
Anthem, Inc. Common Stock [1.53%]
AmerisourceBergen Corporation C [1.43%]
Facebook, Inc. [1.36%]
Southwest Airlines Company Comm [1.24%]
L Brands, Inc. [1.23%]
Digital Realty Trust, Inc. Comm [1.18%]

Jun 29, 2015
General Mills, Inc. Common Stoc [2.88%]
Altria Group, Inc. [2.4%]
Reynolds American Inc Common St [2.29%]
Southwest Airlines Company Comm [1.88%]
Apple Inc. [1.64%]
AmerisourceBergen Corporation C [1.5%]
Anthem, Inc. Common Stock [1.45%]
Facebook, Inc. [1.44%]
Allergan PLC [1.22%]
Mallinckrodt plc Ordinary Share [1.21%]
Click here for Stock Holding Change Map in INTECH US Mgd Volatility I Fund (JRSIX)

  

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INTECH US Mgd Volatility I Fund (JRSIX) Related ResourcesSee more information on INTECH US Mgd Volatility I (JRSIX) Fund

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