Janus Global Allocation Fund - Growth (JSPGX)

Disciplined Global Allocation Seeking Risk-Adjusted Growth



Inception Date12/30/2005
NAV (As of 8/28/15 )$13.88
Total Net Assets (As of 7/31/15)$270.15M
Annual Expense Ratio
(As of fiscal year end 6/30/14)
GROSS 1.09%
NET 1.09%

Performance (As of 6/30/15)
1 Year-0.27%
3 Year10.92%
5 Year9.75%
Since Inception6.73%
Morningstar (As of 7/31/15)
CategoryWorld Allocation
Overall Rating™
(Based on risk-adjusted returns)

View All Ratings

462 Funds Rated
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Fixed Income
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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. For the most recent month-end performance click here.

Net expense ratios reflect the expense waiver, if any, Janus Capital has contractually agreed to through 11/1/15.

Quarterly Commentary - Q2 2015


Equity markets showed little correlation globally, with U.S. and emerging market equities roughly flat, Japan equities up 5.4% and European equities down 5%.

Fixed income markets, however, traded much more in sync, with U.S. 10-year rates rising nearly 40 basis points, German rates rising 60 basis points, peripheral Europe over 100 basis points and Japan 6 basis points.

Our Fund underperformed its benchmark during the period.

By allocating broadly across multiple asset classes and risk factors, we believe we are positioned very well to absorb a pickup in capital market volatility.


Enrique Chang

Enrique Chang

Fund Manager since 2014
Industry since 1988

Ashwin Alankar, Ph.D.

Ashwin Alankar, Ph.D.

Fund Manager since 2014
Industry since 2001