Capital Appreciation Funds

Investors depend on growth of capital to meet their lifestyle and retirement goals — not to mention leave a legacy for their family. As an experienced active manager, we have a long history of driving growth for client portfolios over the long term, with distinctive approaches to address a range of investor risk tolerances and expectations.

CLIENT GOALS

SHARE CLASS

VIEW TABLE
COMPAREFUNDMORNINGSTAR CATEGORY
As of 2/26/2015
As of 12/31/2014
30 DAY SEC YIELD
As of 12/31/2014
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
Diversified Emerging Mkts3.73%N/AN/AN/A1.80%N/AN/A1.94%1.33%
World Stock4.20%-1.01%N/AN/A11.16%2.42%1.82%1.83%0.76%
Foreign Large Blend6.25%-6.00%5.64%N/A-0.95%N/AN/A1.12%1.12%
Large Growth3.94%13.46%16.45%8.19%10.90%N/AN/A0.89%0.89%
Large Value3.99%9.18%14.96%N/A6.79%N/AN/A0.91%0.91%
Large Growth4.61%9.68%15.35%6.82%8.69%N/AN/A0.81%0.81%
Pacific/Asia ex-Japan Stk4.56%8.19%N/AN/A2.05%N/AN/A2.44%1.49%
Diversified Emerging Mkts3.41%-0.43%N/AN/A-3.46%N/AN/A1.77%1.27%
Large Growth9.24%8.81%11.85%9.06%10.72%N/AN/A0.77%0.77%
Large Growth7.52%12.78%12.50%7.03%12.49%N/AN/A0.76%0.76%
World Stock5.89%7.25%11.63%N/A9.49%N/AN/A0.85%0.79%
World Stock4.09%6.88%6.88%7.49%2.51%N/AN/A0.93%0.93%
Technology5.50%9.27%14.96%10.15%6.81%N/AN/A0.95%0.95%
Large Blend3.33%11.10%12.88%6.77%10.71%2.05%2.05%0.88%0.88%
Foreign Large Growth5.29%-5.29%6.13%N/A4.40%N/AN/A1.00%1.00%
Foreign Large Blend1.14%-13.72%-2.71%6.21%8.78%N/AN/A0.68%0.68%
Large Growth2.82%8.94%11.74%9.24%12.16%N/AN/A0.81%0.81%
Foreign Large Value5.47%-3.56%N/AN/A6.01%N/AN/A2.29%1.23%
Large Value0.92%10.94%12.16%N/A14.09%N/AN/A0.89%0.85%
Mid-Cap Value0.70%9.04%11.13%8.17%12.32%N/AN/A0.74%0.74%
Mid-Cap Value2.78%7.15%N/AN/A14.48%N/AN/A1.16%0.90%
Small Value2.73%7.30%11.54%8.80%N/AN/AN/A0.83%0.83%

Returns quoted are past performance and do not guarantee future results; current performance may be lower or higher. Investment returns and principal value will vary; there may be a gain or loss when shares are sold.

Click a fund name for additional important information including objectives, risks, performance history and expense detail. 

For Janus Asia Equity, Contrarian, Emerging Markets, Enterprise, Forty, Global Real Estate, Global Research, Global Select, Growth and Income, International Equity, Janus Fund, Overseas, Triton and Venture; and Perkins International Value Funds: Net expense ratios and returns quoted reflect the expense waiver, if any, Janus Capital has contractually agreed to through 2/1/15.

For INTECH Global Dividend, International, U.S. Core, U.S. Growth, U.S. Value; and Perkins Large Cap Value, Mid Cap Value, Select Value and Small Cap Value Funds: Net expense ratios and returns quoted reflect the expense waiver, if any, Janus Capital has contractually agreed to through 11/1/15.