Janus Aspen Forty Portfolio (JACAX)

High-Conviction Large-Cap Growth Equities


Janus & Henderson: Recommended Merger of Equals. To learn more read the press release.


Inception Date5/1/1997
NAV (As of 10/27/16)$31.95
Total Net Assets (As of 9/30/16)$746.24M
Annual Expense Ratio
(As of fiscal year end 12/31/15)
GROSS 0.74%
NET 0.74%

Performance (As of 9/30/16)
1 Year11.70%
3 Year11.87%
5 Year17.39%
10 Year9.78%
Morningstar (As of 9/30/16)
CategoryLarge Growth
Overall Rating™
(Based on risk-adjusted returns)

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1482 Funds Rated
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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 - Q3 2016


U.S. stocks reached record highs during the period but were volatile toward the end of the quarter.

The Fund outperformed its primary benchmark.

Markets are still faced with a slow-growing global economy, which we believe underscores the importance of finding select companies with truly sustainable competitive advantages that can grow without the backdrop of a strong global economy.


Doug Rao

Doug Rao

Portfolio Manager since 2013
Industry since 1998

Nick Schommer

Nick Schommer, CFA

Portfolio Manager since 2016
Industry since 2007