Janus Aspen INTECH U.S. Low Volatility Portfolio

Low-Volatility Approach to Large-Cap Equity Investing

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PORTFOLIO FACTS

Inception Date9/6/2012
NAV (As of 2/8/16 )$14.14
Total Net Assets (As of 12/31/15)$695.73M
Annual Expense Ratio
(As of fiscal year end 12/31/14)
GROSS 0.79%
NET 0.79%

Performance (As of 12/31/15)
1 Year4.09%
3 Year15.21%
Since Inception13.51%
Morningstar (As of 1/31/16)
CategoryLarge Blend
Overall Rating™
(Based on risk-adjusted returns)

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1409 Funds Rated
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.

Returns greater than one year are annualized.

Net expense ratios reflect the expense waiver, if any, Janus Capital has contractually agreed to through 5/1/16.

Client Commitment

An all equity portfolio that targets returns similar to the S&P 500® Index with lower absolute volatility over a market cycle. INTECH’s active approach focuses on adding value by selecting stocks with unique volatility characteristics and low correlations to one another.

Why Invest in the Portfolio

U.S. EQUITY PORTFOLIO TARGETING LOW VOLATILITY

Engineered with the intent of providing a smoother path to long-term capital appreciation in U.S. large cap equities. This portfolio targets returns similar to S&P 500® Index with lower absolute volatility over a market cycle.



25+ YEARS OF VOLATILITY RESEARCH:

INTECH has pioneered a disciplined, repeatable and unemotional mathematical investment approach and provides style-consistent portfolios. INTECH is one of the largest quantitative equity managers in the United States.



DIVERSIFICATION:

Since INTECH’s mathematical investment process is different from fundamental or quantitative equity strategies, returns may be less correlated, which may provide additional equity diversification in an overall portfolio.



PORTFOLIO MANAGEMENT

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