Janus Forty S
151 Detroit Street Denver CO 80206
Map
Phone: 800-525-0020
| Category: | Large Growth | | Fund Family: | Janus | | Net Assets: | 2.76B | | Year-to-Date Return: | 37.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-97 |
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Ron Sachs
Lead Manager since
28-Nov-07 | | | Sachs is is Executive Vice President and Portfolio Manager of Janus Adviser Forty Fund, which he has managed since January 2008. Sachs was Portfolio Manager of Janus Adviser Orion Fund from its inception (August 2005) to December 2007 and Janus Adviser Small-Mid Growth Fund from its inception (August 2005) to February 2006. He is also Portfolio Manager of other Janus accounts. Sachs holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund invests primarily in a core group of 20-40 common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The portfolio manager applies a "bottom up" approach in choosing investments. The fund may invest without limit in foreign equity and debt securities, which may include investments in emerging markets. It is nondiversified. |
| Last Dividend
(18-Dec-07):
| 0.02 | | Last Cap Gain
(16-Dec-08):
| 1.25 | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 101.52% |
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| Expense | JARTX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 365 | $658 | | 5 Yr Expense Projection*: |
$ 633 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,398 | $2,035 |
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0.74% Nasdaq 
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