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Freaky Friday ? Pimco And Janus Try Different Roles
Inquiring minds want to know - what are the 20 largest Janus stock/balanced funds, and which four beat their benchmarks for the past year (somewhat meaningless stat IMHO):
By performance, with benchmark: Janus Global Life Sciences, MSCI World Health Index, no Janus Venture, Russell 2000 & Russell 2000 Growth, yes Janus Triton, Russell 2500 Growth & Russell 2000 Growth, yes Janus Aspen Balanced, custom index (55% S&P 500, 45% Barclays US Agg Bond), no (benchmark too heavily weighted toward bonds) Janus Balanced, custom index (see above), no Janus Enterprise, Russell Midcap Growth, yes (JMGRX), no (non-institutional classes) Janus G&I, S&P 500 & Russell 1000 Growth, no Perkins Mid Cap Value, Russell Micap Value, no Janus Research, Russell 1000 Growth, no Perkins Small Cap Value, Russell 2000 Value, yes (JSIVX), no (other institutional and non-institutional classes) Janus, custom index (50% Russell 1000 Growth, 50% S&P 500), no Janus Aspen Forty, Russell 1000 Growth & S&P 500, no Janus Forty, Russell 1000 Growth, no Janus Twenty, Russell 1000 Growth & S&P 500, no Janus Global Technology, S&P 500 & MSCI World Information Technology Index, no Janus Worldwide, MSCI World Index & MSCI All Country World Index, no Janus Global Select, MSCI All Country World Index & Russell 3000 Growth & S&P 500, no Janus Contrarian, S&P 500, no Janus Aspen Overseas, MSCI All Country World ex-US & MSCI EAFE, no Janus Overseas, MSCI All Country World ex-US & MSCI EAFE, no
The "winners" appear to be Janus Venture, Triton, and Enterprise, along with Perkins Small Cap Value.
Comments
By performance, with benchmark:
Janus Global Life Sciences, MSCI World Health Index, no
Janus Venture, Russell 2000 & Russell 2000 Growth, yes
Janus Triton, Russell 2500 Growth & Russell 2000 Growth, yes
Janus Aspen Balanced, custom index (55% S&P 500, 45% Barclays US Agg Bond), no (benchmark too heavily weighted toward bonds)
Janus Balanced, custom index (see above), no
Janus Enterprise, Russell Midcap Growth, yes (JMGRX), no (non-institutional classes)
Janus G&I, S&P 500 & Russell 1000 Growth, no
Perkins Mid Cap Value, Russell Micap Value, no
Janus Research, Russell 1000 Growth, no
Perkins Small Cap Value, Russell 2000 Value, yes (JSIVX), no (other institutional and non-institutional classes)
Janus, custom index (50% Russell 1000 Growth, 50% S&P 500), no
Janus Aspen Forty, Russell 1000 Growth & S&P 500, no
Janus Forty, Russell 1000 Growth, no
Janus Twenty, Russell 1000 Growth & S&P 500, no
Janus Global Technology, S&P 500 & MSCI World Information Technology Index, no
Janus Worldwide, MSCI World Index & MSCI All Country World Index, no
Janus Global Select, MSCI All Country World Index & Russell 3000 Growth & S&P 500, no
Janus Contrarian, S&P 500, no
Janus Aspen Overseas, MSCI All Country World ex-US & MSCI EAFE, no
Janus Overseas, MSCI All Country World ex-US & MSCI EAFE, no
The "winners" appear to be Janus Venture, Triton, and Enterprise, along with Perkins Small Cap Value.