Janus Triton Fund (JANIX)
Moderate Small to Mid-Cap Growth Equities

Closed to certain new investors.

FUND SNAPSHOT (JANIX)

Who Should Consider This Fund?

Investors looking to invest in the stocks of small and medium sized companies that have the potential for sustainable long-term growth, but want to do so with moderately less risk than the market.

Asset ClassDomestic Equity
Share Class D
RISK TOLERANCE SPECTRUM
target risk aggressive

Funds are placed on the risk tolerance spectrum to demonstrate the wide spectrum of risk levels among asset classes in which they are expected to typically invest. The spectrum is for informational purposes only, is not intended to be forward looking and is subject to change. 

Fund Facts
Inception Date2/25/2005
NAV (As of 3/22/17)$25.03
Daily NAV Change$0.06
Daily NAV % Change0.24%
Total Net Assets (As of 2/28/17)$7.75B
Annual Expense Ratio
(As of fiscal year end 9/30/16)
GROSS 0.83%
NET 0.83%
Morningstar Fee Level
(As of 2/28/17)
Fee Level Group
(out of 448 funds)
Small Cap No Load

Net expense ratios reflect the expense waiver, if any, Janus Capital has contractually agreed to through 2/1/18.

Closed to certain new investors.

Morningstar (As of 2/28/17)
CategoryUS Fund Small Growth
Overall Rating™
(Based on risk-adjusted returns)
605 Funds Rated
View all Ratings
Analyst Rating
Equity
Style Box
Performance (As of 12/31/16)
YTD (As of 3/22/17) 5.43%
1 Year 10.53%
3 Year 7.03%
5 Year 14.30%
10 Year 10.99%

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.

Client Commitment

A moderately positioned, small-mid-cap growth fund seeking to provide consistent relative returns with lower volatility than the index. The Fund invests in small-cap companies with differentiated business models and sustainable competitive advantages that are positioned to grow market share regardless of economic conditions.

Fund Overview

CALENDAR YEAR PERFORMANCE
Data as of 2/28/17. Index represents the Russell 2500™ Growth Index.

TOP HOLDINGS (% of Fund)

Blackbaud Inc 2.41
SS&C Technologies Holdings Inc 2.25
Broadridge Financial Solutions Inc 2.16
HEICO Corp 1.98
Cadence Design Systems Inc 1.97
Euronet Worldwide Inc 1.86
Sensient Technologies Corp 1.83
ServiceMaster Global Holdings Inc 1.78
ON Semiconductor Corp 1.66
STERIS PLC 1.65
TOTAL19.55

SECTOR ALLOCATION (%)

 FUNDINDEX
Information Technology 26.83 21.55
Industrials 19.51 18.52
Health Care 16.90 19.04
Consumer Discretionary 13.07 16.60
Financials 8.65 6.21
Materials 4.22 6.84
Consumer Staples 2.38 4.02
Real Estate 1.65 5.21
Energy 1.47 0.98
Cash & Equivalents 5.32 -

Why Invest in the Fund

UNIQUE BUSINESS MODELS

Seeks small-cap companies that stand out from competitors – through differentiated business models, innovative approaches or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.

DEEP, SPECIALIZED TEAM

In-depth fundamental research supported by analysts and small-mid cap specialists who look for small-cap companies early in their life cycle that have the potential to grow into mid-sized companies.

MODERATE APPROACH TO GROWTH

The Fund offers the potential for capital appreciation through exposure to small companies having the potential to quickly grow into mid-size companies with a focus on resilient business models positioned to weather a variety of market environments.

FUND MANAGEMENT

Jonathan Coleman

Jonathan Coleman, CFA

Fund Manager since 2013
Industry since 1994

Scott Stutzman

Scott Stutzman, CFA

Fund Manager since 2016
Industry since 2001