Janus Aspen Forty Portfolio (JACAX)
High-Conviction Large-Cap Growth Equities

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PORTFOLIO FACTS (JACAX)

Inception Date5/1/1997
NAV (As of 4/24/15 )$44.53
Total Net Assets (As of 3/31/15)$821.93M
Annual Expense Ratio
(As of fiscal year end 12/31/13)
GROSS 0.55%
NET 0.55%

Performance (As of 3/31/15)
1 Year20.22%
3 Year16.98%
5 Year12.83%
10 Year10.40%
Morningstar (As of 3/31/15)
CategoryLarge Growth
Equity
Style Box

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

Concentrated large cap growth portfolio, leveraging Janus' nearly three decades of experience in high-conviction investing.  By investing in our best wide-moat ideas, the Portfolio seeks to add excess returns over the long-term.  Given its concentrated nature, the Portfolio may exhibit moderately higher volatility than its benchmark.

 

Why Invest in the Portfolio

HIGH CONVICTION APPROACH

Fundamental research driven approach, investing with conviction in 20 to 40 of our best large cap growth ideas where we believe we have a differentiated view from the market.

INNOVATIVE WIDE-MOAT COMPANIES

Seeks companies with sustainable competitive advantages that capitalize on their competitive moat to grow market share globally over a multi-year period. Emphasizes dominant companies driving innovation and change through disruptive technologies, products or business models.

STOCK SELECTION DRIVES RETURN

Stock-picker's strategy designed to deliver long-term growth of capital with a high conviction approach. Seeks to use risk wisely, leveraging our best ideas in a concentrated portfolio to drive potential outperformance of the index over time.

PORTFOLIO MANAGEMENT

Doug Rao

Portfolio Manager since 2013
Industry since 1994

MORNINGSTAR TOOLS

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