Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | JSPGX Insights | JSPGX Score | JSPGX Performance | JSPGX Manager | JSPGX News | JSPGX Allocation | JSPGX Holdings Change

Mutual Fund Insights: Janus Smart Portfolio Growth J Fund (JSPGX)

In-depth Analysis of Janus Smart Portfolio Growth J Fund (JSPGX)

Mutual fund chart: Janus Smart Portfolio Growth J Fund (JSPGX)

3 months
6 months
1 year
3 year
5 year

See Janus Smart Portfolio Growth J Fund (JSPGX) performance details as of January 31, 2010

  

    Last Trade: $11.38 on 3/19/2010, Change: -0.06 (-0.52%)
Experiment our closing price forecasting tool for Janus Smart Portfolio Growth J Fund (JSPGX) (alpha release)

  

Fund Manager - Daniel G. Scherman

Fund Manager Tenure: 4.2 years   [Similar Funds: JSPMX ]
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Scherman is executive vice president and portfolio manager of the funds. He has sole responsibility on allocations to underlying funds and oversight on cash management since 2005 as director of risk management and performance. Priory, he was a senior quantitative analyst and portfolio manager from 2001 to 2005 for MFS Investment Management where he also served as a Global Fixed Income Portfolio Manager and Currency Specialist from 1992 to 2001. Scherman holds the Chartered Financial Analyst designation.  Get more insights on Daniel G. Scherman

  

What we like about Janus Smart Portfolio Growth J Fund (JSPGX) What we like about Janus Smart Portfolio Growth J Fund (JSPGX)

Data for Janus Smart Portfolio Growth J Fund (JSPGX) as of January 31, 2010

  • Janus Smart Portfolio Growth J Fund (JSPGX) management has been with Janus Smart Portfolio Growth J Fund for 4.2 years
  • Janus Smart Portfolio Growth J Fund (JSPGX) has good short-term performance (1-year return 36.52% vs 27.80% Moderate Allocation category average)
  • Janus Smart Portfolio Growth J Fund (JSPGX) has good mid-term performance (3-year return -0.63% vs -2.95% Moderate Allocation category average)
  • Janus Smart Portfolio Growth J Fund (JSPGX) has an annual stock turnover rate of 23.00% vs Moderate Allocation average of 87.10%. It is good that Janus Smart Portfolio Growth J management does not trade extensively for its return.
  • Janus Smart Portfolio Growth J Fund (JSPGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Janus Smart Portfolio Growth J Fund (JSPGX) What we are cautious about Janus Smart Portfolio Growth J Fund (JSPGX)

Data for Janus Smart Portfolio Growth J Fund (JSPGX) as of January 31, 2010

  • Janus Smart Portfolio Growth J Fund is a focused fund with 86.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Janus Smart Portfolio Growth J Fund (JSPGX) ratio of up-years vs down years can be improved
  • Janus Smart Portfolio Growth J Fund (JSPGX) has a Morningstar rating of 3 and below
  • Janus Smart Portfolio Growth J Fund (JSPGX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.94 that is higher than category average of 14.84
  • Janus Smart Portfolio Growth J Fund (JSPGX) has a higher management fee of 1.06% than its Moderate Allocation average of 1.02%
See Janus Smart Portfolio Growth J Fund (JSPGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

  

Janus Smart Portfolio Growth J Fund (JSPGX) Net Asset

Track net asset change of Janus Smart Portfolio Growth J fund (JSPGX)

DateNet Asset
01/2010$205.58M
11/2009$198.85M
10/2009$192.65M
More historic net asset information on Janus Smart Portfolio Growth J Fund (JSPGX)

  

Janus Smart Portfolio Growth J Fund (JSPGX) Portfolio Allocation

Track portfolio allocation change of Janus Smart Portfolio Growth J fund (JSPGX)

DateCashStockBondOther
09/20092.27%60.68%16.95%20.1%
06/20093.86%71.67%18.28%6.19%
03/20095.96%71.98%19.32%2.74%
Click here to see more historic asset allocation information on Janus Smart Portfolio Growth J Fund (JSPGX)

  

Most Recent Top 10 Holdings in Janus Smart Portfolio Growth J Fund (JSPGX)

Discover what Janus Smart Portfolio Growth J Fund (JSPGX) manager is buying

30-Sep-09
Janus Flexible Bond J [15.1%]
Janus Advisor Series [15.05%]
INTECH Risk-Managed Core J [11.98%]
Janus Overseas J [10.27%]
INTECH Risk-Managed Growth S [6.95%]
Janus Research J [6.58%]
Janus Aspen Growth & Income Instl [6.39%]
Janus Twenty J [5.82%]
Perkins Large Cap Value I [5.44%]
Janus High-Yield J [3.14%]

30-Jun-09
Janus Adviser Flexible Bond I [16.2%]
Janus Adviser International Equity I [14.03%]
Janus Adviser INTECH Risk-Mgd Value I [11.74%]
Janus Adviser International Growth I [9.73%]
Janus Adviser INTECH Risk-Mgd Growth I [8.94%]
Janus Growth & Income [7.42%]
Janus Research [6.47%]
Janus Twenty [5.92%]
Janus Adviser Perkins Large Cap Value Fund - I [3.52%]
Janus High-Yield [3.2%]

31-Mar-09
Janus Adviser Flexible Bond I [18.86%]
Janus Adviser INTECH Risk-Mgd Value I [13.78%]
Janus Adviser International Equity I [11.63%]
Janus Adviser INTECH Risk-Mgd Growth I [10.09%]
Janus Adviser International Growth I [9.65%]
Janus Growth & Income [7.82%]
Janus Twenty [6.75%]
Janus Research [6.69%]
Janus High-Yield [3.5%]
Janus Adviser Large Cap Growth I [2.97%]
Click here for Stock Holding Change Map in Janus Smart Portfolio Growth J Fund (JSPGX)

  

Related books and products to Janus Smart Portfolio Growth J Fund (JSPGX)

  

Latest News on Janus Smart Portfolio Growth J (JSPGX)

See what is happening with Janus Smart Portfolio Growth J Fund (JSPGX)

 

Books and Resources

 

 

See more information on Janus Smart Portfolio Growth J Fund (JSPGX)