This Janus Overseas Fund overview is for the common shares fund or the T Class shares. The stock market ticker for this fund is JAOSX. Brent Lyon has been this funds manager since 2001. His investment strategy is to be focused on company portfolios with a high conviction on seeking growth in the developing and emerging markets around the world. This over all commitment investors should have is long term investments.
There are a total of 81 different company stocks in the assets. 39.85% are in North America, 24.57 in the Asia Pacific region, 20.85 in Europe, 8.74% in Japan, 5.62% in Latin America and 0.37% in Africa. The top 5 sectors of investment are 33.88% in Consumer Cyclical, 26.29% in Financial, 14.50% in Energy, 7.74% in Consumer non-Cyclical and 5.98% in Technology. The top ten holdings account for 61.76% of the fund’s assets as a whole.
The performance of these investments over the last year as of April 30, 2010 was a one year return of 86.37%. The three year return was at 4.25%, the five year return was at 17.76% and since its inception the return has been 13.12%.
The minimum investment amount is $2500 with the fund’s expense ratio at 0.95%. The volatility measures are a Beta at 1.18, the R squared at 0.88 and the standard deviation is at 31.90. Morningstar rates this fund as high risk but high returns and has awarded it with 5 stars.
This is one of the Janus Mutual Funds that is made for long term investors with their sights set on the future. The world is an ever changing place and the Janus Overseas Fund (JAOSX) can give you a piece of the action for your portfolio.
For additional resources about mutual funds on this website, please view Janus Balance Fund.
If you would like other investment information then please try Dow Jones Industrials List on our sister site stockmarketinvestingblog.com or List of Vanguard Funds on www.bestmutualfundsnow.comfor other investing news.
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