Janus Aspen Enterprise Portfolio (JAAGX)

Moderate Mid-Cap Growth Equities

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PORTFOLIO FACTS (JAAGX)

Inception Date9/13/1993
NAV (As of 5/22/15 )$67.04
Total Net Assets (As of 4/30/15)$731.66M
Annual Expense Ratio
(As of fiscal year end 12/31/14)
GROSS 0.68%
NET 0.68%

Performance (As of 3/31/15)
1 Year17.93%
3 Year17.84%
5 Year16.92%
10 Year11.69%
Morningstar (As of 4/30/15)
CategoryMid-Cap Growth
Analyst RatingBronze
Equity
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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

By taking a moderate approach to an asset class with potential for fast growth, this mid-cap growth portfolio has demonstrated lower volatility than the index. Unlike many competitor products that focus on short-term growth rates, this strategy seeks to invest in companies exhibiting sustainable and durable growth.

Why Invest in the Portfolio

"SMART GROWTH" APPROACH

The Portfolio's investment approach focuses on long duration, sustainable growth companies with strong competitive advantages and large addressable markets. We seek to avoid companies with rapid-but-unsustainable, short-term growth profiles.

DEEP, SPECIALIZED TEAM

The Portfolio benefits from in-depth fundamental research, supported by a broad team of analysts, a team of small-mid cap specialists, and a portfolio manager with experience in the mid-cap space.



GROWTH POTENTIAL WITH TEMPERED VOLATILITY

Offering exposure to medium-sized companies with resilient business models, this equity portfolio is designed to weather a variety of market environments and take on moderately less risk than the index.

PORTFOLIO MANAGEMENT

Brian Demain, CFA

Portfolio Manager since 2007
Industry since 1999

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