Janus' Ready. Invest. Go. Program

TheShadow

https://www.sec.gov/Archives/edgar/data/277751/000119312524244328/d895903d497.htm

Janus Investment Fund



Janus Henderson Balanced Fund--- Janus Henderson Global Select Fund
Janus Henderson Contrarian Fund--- Janus Henderson Global Sustainable Equity Fund
Janus Henderson Emerging Markets Fund--- Janus Henderson Global Technology and Innovation Fund
Janus Henderson Enterprise Fund--- Janus Henderson Growth and Income Fund
Janus Henderson European Focus Fund--- Janus Henderson Overseas Fund
Janus Henderson Forty Fund--- Janus Henderson Research Fund
Janus Henderson Global Equity Income Fund--- Janus Henderson Triton Fund
Janus Henderson Global Life Sciences Fund--- Janus Henderson U.S. Dividend Income Fund
Janus Henderson Global Real Estate Fund--- Janus Henderson Venture Fund
Janus Henderson Global Research Fund
(each, a “Fund” and collectively, the “Funds”)

Class D Shares

Supplement dated October 28, 2024
to Currently Effective Prospectuses

Effective immediately, the Funds’ prospectuses are amended as follows:

1.Under “Doing Business with Janus Henderson” in the Shareholder’s Manual section of the Funds’ prospectuses, the following information replaces the corresponding information in its entirety:

For Overnight Mail

Janus Henderson
801 Pennsylvania Avenue, Suite 219109
Kansas City, MO 64105-1307

2.Under “Available Incentive Programs” in the Shareholder’s Manual section of the Funds’ prospectuses, the following paragraph replaces the fifth paragraph in its entirety:

Ready. Invest. Go. Program

New investors creating a new Janus Henderson direct account are eligible to participate in the Transfer Agent’s Ready. Invest. Go. Program. After the new investor has completed the required Ready. Invest. Go. Program Contract, the Transfer Agent will fund the $100 initial investment required for new investors provided that new investors enroll in Janus Henderson’s automatic investment program in an amount equal to at least $50 per month. New investors will forfeit the $100 bonus contributed by the Transfer Agent if their account is closed or if their automatic monthly investment program payment is terminated within two years from the date the initial investment was made. Investor-initiated amounts outside of the initial investment are redeemable at any time at net asset value. Before enrolling in the Ready. Invest. Go. Program, new investors should consult with their tax advisor about the appropriate tax treatment for participating in the Ready. Invest. Go. Program and any tax implications associated with the receipt of the $100 initial investment. The Transfer Agent reserves the right to change the terms, restrict, or revoke the Ready. Invest. Go. Program at any time without advance notice.

You can request more information about the Transfer Agent’s Ready. Invest. Go. Program by contacting a Janus Henderson representative at 1-800-525-3713.

yogibearbull

Each line in the OP has 2 Janus Henderson (J-H) funds. A spacing may help.

This applies to Class D only that has a separate prospectus and is available only directly from J-H. It has a slightly lower ER than Class T.

There is another prospectus for all other classes - A, C, I, N, R, S, T.

Class T is No-load/NTF at Fido & Schwab. The lowest ER classes are N & I with $1 million required.

I am not sure if many would leave the brokerage NTF platforms offering Class T for this directly available Class D with $100 one-time signup bonus. The PR departments seems to be just trying some ideas.

The way Janus Henderson classes are going, it may someday match the class champion American Funds - it seems about halfway there.

msf

The second item (incentive program) seems to be primarily changing the name of Janus' incentive program for new investors. That is, for people signing up to contribute at least $50/mo for two years. It is now called "Ready. Invest. Go." Janus has filed this as a trademark.

More interesting (except to new investors) is the rest of the incentive program, which this supplement does not replace. Through the end of this year, if you transfer between $20K and $1M to a Janus account, you'll get a bonus ranging from $100 to $2,500. Further, if this is done in an IRA, you can get up to an additional 10% bonus on next year's contribution (based on the size of the initial transfer/rollover).

https://www.janushenderson.com/bonus

hank

The $100 incentive for committing to a $50 monthly investment is commendable. As one who transitioned from debtor to saver late in life, it really changes your outlook when you find yourself with an extra $100 “saved” somewhere and your debt paid off or shrinking. The transition can be mind-altering for someone accustomed to living hand-to-mouth. I guess if this helps even 1 individual it’s worthwhile. Looks like you can withdraw the money you have contributed about anytime you want as long as you keep the auto investment going for 2 years. Close it before then and you forfeit the $100 incentive.

The $50 auto-invest program for new investors was more common 25 years ago across the mutual fund universe. I think many firms have killed it as likely too expensive …

Don’t do any business with Janus Henderson but keep an eye on JMBS for no particular reason. Appears to be a decent actively managed fund if you want to take a gambit on mortgage debt. I’m not currently in a frame of mind to ride any rate sensitive products … .

BaluBalu

If any of you end up availing any of these promotions from Janus, please post.

hank

BaluBalu said:

If any of you end up availing any of these promotions from Janus, please post.

Soon as I can scrounge up $50 will do! In Michigan that’s 500 “empties.”

catch22

@hank et al

Fidelity overall 'auto-invest'

Fidelity Youth 'auto-invest'

hank

catch22 said:

@hank et al

Fidelity overall 'auto-invest'

Fidelity Youth 'auto-invest'

Thanks @catch22. / Nice to see.