This Janus Twenty Fund Review (JAVLX) concentrates on how this fund looks at the stocks in its portfolio and its performance over time. The main principal behind this mutual fund is to pick stocks from companies that have exceptionally good business models that have experienced a high rate of return from the capital they invested in along with an excess in cash flow.
The fund manager is Ron Sachs and he has guided this fund since 2008. He has chosen 40 stocks in which to invest in of which the top ten hold 34.72% of the total assets. 69.87% of these companies are domestic and 28.22% are of foreign origin. The sectors of the economy where this fund has a majority of its investments in are Hardware at 16.97%, Telecommunications at 16.82%, Financial Services at 16.70% and Healthcare at 16.14% with an annual turnover rate of 32%.
The one year performance of this fund as of March 31, 2010 was 48.50%. Its three year performance was at 4.58% and since its inception in 1985 the return has been 12.29%.
The expense ratio of this fund is 0.94% with volatility measures of a Beta at 1.14 and an R squared at 86 and a standard deviation of 19.73.
Morningstar rates this fund with 4 stars which is at a high risk and high return type of mutual fund.
On February 16, 2010 the funds J class shares were renamed T class shares.
If you decide to invest in Janus mutual funds, this fund has been a consistent performer even during the recent recession which makes this Janus Twenty Fund Review a positive one.
For additional resources about mutual funds on this website, please view Janus Triton Fund Review.
If you would like other investment information then please try Fidelity Value Mutual Fund on our sister site mutualfundexplorer.com or Vanguard Dividend Appreciation ETF (VIG) Review on 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.
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[...] ← Janus Twenty Fund Review [...]
[...] you would like other investing news from Vanguards then please try Janus Twenty Fund Review on our sister site topperformingmutualfunds.net or Vanguard 500 Index Investor Fund Review on [...]
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