There are a few that are considered the best Janus Mutual Funds. But one fund stands above the rest by being both a good performer over 5 years and keeping expenses low. This is the Janus Aspen Balanced Institutional fund (JABLX). This has had a one year performance of 26.57% with a 5 year return of 8.34% while keeping the expenses down to 0.57%.
Gibson Smith has been this funds manager since May of 2005 along with Marc Pinto. Together their strategy has put together a portfolio that has 60.24% of the assets in common stocks with 30.84% in corporate bonds and 7.48% in US Treasury bonds with the remainder in cash. This has produced a dividend yield of 1.87% as of March 31, 2010. Morningstar has rated this fund as a low risk high return mutual fund with 5 stars that has volatility measures of a Beta at 0.54, an R squared at 0.85 and a standard deviation of 11.50.
Another 5 star rated fund is the Janus Aspen overseas Institutional fund (JAIGX). This is an investment in the emerging markets around the world with good results so far. The fund manager is Brent Lynn since 2001 whose investments have brought back a one year return of 89.24% and a 5 year return of 18.34%. The assets are of 74.43% in foreign common stock with 23.25% in domestic stock. The three main sectors of investment are Consumer Goods at 35.21%, Financial at 25.73% and Energy at 11.48%. The volatility measures are a Beta at 1.17, the R squared at 0.86 and a standard deviation of 31.98. This is a high risk high return fund with an expense ratio of 0.70. The minimum investment is $500,000.
When comparing Janus Mutual Funds, these two stand out that would compliment any investor’s portfolio in good balance as two of the best Janus Mutual Funds to own.
For additional resources about mutual funds on this website, please view Janus High Yield Fund Review.
If you would like other investment information then please try Homebuilder ETF Guide on our sister site etfinvestingblog.com or Fidelity Equity-Income Fund on mutualfundexplorer.com for other investing news.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.
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