Janus Aspen Forty Portfolio (JACAX)

High-Conviction Large-Cap Growth Equities



Inception Date5/1/1997
NAV (As of 2/12/16 )$31.32
Total Net Assets (As of 12/31/15)$797.02M
Annual Expense Ratio
(As of fiscal year end 12/31/14)
GROSS 0.57%
NET 0.57%

Performance (As of 12/31/15)
1 Year12.22%
3 Year16.99%
5 Year13.15%
10 Year9.26%
Morningstar (As of 1/31/16)
CategoryLarge Growth
Overall Rating™
(Based on risk-adjusted returns)

View All Ratings

1546 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 - Q4 2015


Economic data during the fourth quarter suggested that the U.S. economy continued to grow at a stable rate despite global headwinds.

The Fund outperformed its benchmark.

We believe that volatility will stay elevated amid continuing questions about global economic growth, which underscores the importance of finding select companies with truly sustainable competitive advantages.


Doug Rao

Doug Rao

Portfolio Manager since 2013
Industry since 1998

Nick Schommer

Nick Schommer, CFA

Portfolio Manager since 2016
Industry since 2007