Broad diversified exposure to equity, fixed income, currency, and commodity return drivers
Returns less dependent on equity and fixed income markets, which we believe will result in "true diversification"
Seeks to reduce overall portfolio volatility and offer investors a smoother ride
Since Fund Inception
Class T Shares
Barclays U.S. Aggregate Bond Index
LIBOR + 3%
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.
Net expense ratios reflect the expense waiver, if any, Janus Capital has contractually agreed to through 11/1/14.
Andrew Weisman Joined Janus 2012 Tenure on fund: Since 2012
John Fujiwara Joined Janus 2012 Tenure on fund: Since 2012
Rich Lindsey Joined Janus 2012 Tenure on fund: Since 2014
“An optimal long-term growth rate of wealth is driven by both average returns and volatility. Our objective is to provide a diversified set of return drivers while not allowing any one factor to dominate in order to control portfolio volatility and maximize long-term wealth.”
“Our investment methodology combines quantitative analytics with a risk conscience portfolio construction process. We seek to efficiently implement strategies that recognize the practical constraints of competitive markets. We value consistency and discipline in our investment style.”
"Years of research have demonstrated that returns come from a number of factors in the market. We have developed efficient methods for extracting those factors and combining them into a well-diversified portfolio; with the objective of producing returns that have a low correlation to both the equity and fixed income markets."
Ratings are based on risk-adjusted returns. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics.