Janus Aspen Balanced Portfolio (JABLX)

20+ Years of Dynamic Asset Allocation

SHARE CLASS

PORTFOLIO FACTS (JABLX)

Inception Date9/13/1993
NAV (As of 2/10/16 )$28.06
Total Net Assets (As of 12/31/15)$2.28B
Annual Expense Ratio
(As of fiscal year end 12/31/14)
GROSS 0.58%
NET 0.58%

Performance (As of 12/31/15)
1 Year0.62%
3 Year9.47%
5 Year8.66%
10 Year7.85%
Morningstar (As of 1/31/16)
CategoryModerate Allocation
Overall Rating™
(Based on risk-adjusted returns)

View All Ratings

860 Funds Rated
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.

Returns greater than one year are annualized.

Quarterly Commentary - Q4 2015

EXECUTIVE SUMMARY

The Fund’s equity sleeve outperformed its benchmark, driven, in part, by our selection of consumer discretionary stocks and underweight to the energy sector.

Our fixed income sleeve underperformed its benchmark, largely due to our holdings within investment-grade corporate credit.

Our asset allocation mix is overweight equities; we favor stocks whose valuations have not become stretched, and higher-quality fixed income securities.

PORTFOLIO MANAGEMENT

Marc Pinto

Marc Pinto, CFA

Portfolio Manager since 2005
Industry since 1985

Jeremiah Buckley

Jeremiah Buckley, CFA

Portfolio Manager since 2015
Industry since 1998

Gibson Smith

Gibson Smith

Portfolio Manager since 2005
Industry since 1991

Darrell Watters

Darrell Watters

Portfolio Manager since 2015
Industry since 1986

Mayur Saigal

Mayur Saigal

Portfolio Manager since 2015
Industry since 2002