Janus Aspen Janus Portfolio (JAGRX)
Traditional Large-Cap Growth Equities

SHARE CLASS

PORTFOLIO FACTS (JAGRX)

Inception Date9/13/1993
NAV (As of 3/4/15 )$38.35
Total Net Assets (As of 1/31/15)$588.90M
Annual Expense Ratio
(As of fiscal year end 12/31/13)
GROSS 0.54%
NET 0.54%

Performance (As of 12/31/14)
1 Year12.99%
3 Year20.43%
5 Year13.63%
10 Year7.60%
Morningstar (As of 1/31/15)
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

Large-cap growth portfolio drawing on in-depth fundamental research, seeking to deliver long-term growth of capital with volatility similar to the index. The Portfolio invests in high-quality growth franchises with sustainable, projected above-average earnings growth for the next five-plus years and a market leadership position driven by a clearly articulated strategy.

Why Invest in the Portfolio

RESEARCH DRIVEN APPROACH

Fundamental, research-driven approach to large cap growth equities emphasizing high quality companies with sustainable and above average earnings growth for five-plus years.

SEEKS DOMINANT GROWTH COMPANIES

Invests in companies in attractive industries that are dominating their competitive landscape driven by a strong management team with a clearly articulated strategy.

FOCUS ON CONSISTENCY

Seeks risk-adjusted returns with consistency over full market cycles by focusing on stock selection and prudent management of portfolio-level risks.

PORTFOLIO MANAGEMENT

Barney Wilson

Portfolio Manager since 2011
Industry since 1997

MORNINGSTAR TOOLS

Go beyond ratings with our Fund vs. Fund, Portfolio Analysis and Portfolio Comparison tools powered by Morningstar.