Janus Aspen Balanced Portfolio (JABLX)
20+ Years of Dynamic Asset Allocation

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PORTFOLIO FACTS (JABLX)

Inception Date9/13/1993
NAV (As of 3/30/15 )$32.02
Total Net Assets (As of 2/28/15)$1.92B
Annual Expense Ratio
(As of fiscal year end 12/31/13)
GROSS 0.58%
NET 0.58%

Performance (As of 12/31/14)
1 Year8.51%
3 Year13.99%
5 Year10.29%
10 Year8.61%
Morningstar (As of 2/28/15)
CategoryModerate Allocation
Analyst RatingSilver
Equity
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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.

Client Commitment

Janus Aspen Balanced Portfolio's dynamic asset allocation strategy has the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products, where asset allocations are constrained by static targets, the Portfolio's asset allocations may vary between 35% and 65% equities depending on market conditions.

Why Invest in the Portfolio

DYNAMIC ASSET ALLOCATION

Portfolio Managers make allocation decisions based on their view of overall market risk and careful examination of individual security valuations across equity and fixed income markets.

INTEGRATED RESEARCH

Janus equity and fixed income analysts work side-by-side covering the same seven global sectors, facilitating deeper analysis of a company's fundamental outlook and understanding of management's true intentions.

SEEKS CONSISTENT RESULTS

The end result is a multi-asset, core holding portfolio offering the potential for long-term capital appreciation with the flexibility to navigate uncertain and volatile markets.

PORTFOLIO MANAGEMENT

Gibson Smith

Portfolio Manager since 2005
Industry since 1991

Marc Pinto

Marc Pinto, CFA

Portfolio Manager since 2005
Industry since 1983

MORNINGSTAR TOOLS

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