Janus Twenty Fund

The Janus Twenty Fund (JAVLX) is a large growth fund managed by Ron Sachs since 2008. This is a focused portfolio with companies that are invested in showing a high conviction and focus on transformational opportunities while being undervalued wide moat business.

This is a more closely focused fund with only 41 company securities in its holdings. The top hold 35.04% of the funds asset as a whole. These top 5 include Apple with 10.67%, Celgene Corp. with 7.27%, Cisco Sys, Inc. with 6.47%, Research Morton with 5.51%, and Anheuser Busch with 5.12%.

The annual turnover rate of this fund is at 32%. 72.67% of the common stock is domestic, with 27.11% being from foreign origin. 0.21% is held back in cash. The sector breakdown is 22.07% on Consumer Non-Cyclical, 21.71% in Communications, 21.14% in Technology, 16.47% Financials, 8.43% Consumer Cyclical, 3.76% in Energy, 3.56% in Industrials, and 2.86% in Basic Materials.

The one year performance of this fund as of April 30, 2010 was 32.49, with a 5 year return of 9.32%. The volatility measures of this fund are a Beta at 1.14, the R squared at 0.86 and a standard deviation of 19.73.

The expense ratio is currently at 0.86%. To invest in this fund takes a minimum of $2500.

This is considered a high risk but high return fund, as rated by Morningstar who awarded it with a 4 star rating.

As with a number of Janus mutual funds, the Janus Twenty Fund (JAVLX) is a good long term investment, earning a 5 star rating in the 3 year and 5 year category.

For additional resources about mutual funds on this website, please view Janus Overseas Fund.

If you would like other investment information, then please try Best Stock to Invest In on our sister site, stockmarketinvestingblog.com, or Vanguard Payout Funds on www.bestmutualfundsnow.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.