Janus
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Ticker Symbol:
JMSCX
Fund Type:

Management Fee Evaluation


Class D shares

Who should consider this fund

Investors that are seeking a diversified investment that intends to provide strong risk-adjusted returns over the long-term by leveraging the investment expertise of four different Janus boutiques while also having broad exposure to global asset classes and low-correlated alternative investments.


  • Flexible approach that aims to capture the best performing investments around the globe

  • Allocation to alternatives assets which we believe will dampen overall portfolio volatility

  • Diversification across Janus, INTECH, and Perkins funds, providing access to the innovative investment expertise and solutions of Janus Capital Group

Portfolio Manager Commentary

 

 
Asset Type Allocation
Equity Investments
   33%
Alternative Investments
   12%
Bonds & Money Markets
55%
Total 100%
Target percentages may fluctuate and differ from percentages stated.
Enrique Chang | Dan Scherman
  • Joined Janus in September 2013 and also serves as Janus' Chief Investment Officer, Equities & Asset Allocation & Portfolio Manager
  • Master's Degree, finance/quantitative analysis, New York University
    Bachelor's Degree, mathematics, Fairleigh Dickinson University
as of 03/31/2014
More

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus , or if available, a summary prospectus containing this and other information. Read it carefully before you invest or send money.

A Fund's performance may be affected by risks that include those associated with nondiversification, non-investment grade debt securities, high-yield/high-risk securities, undervalued or overlooked companies, investments in specific industries or countries and potential conflicts of interest. Additional risks to a Fund may also include, but are not limited to, those associated with investing in foreign securities, emerging markets, initial public offerings, real estate investment trusts (REITs), derivatives, short sales, commodity-linked investments and companies with relatively small market capitalizations. Each Fund has different risks. Please see a Janus prospectus for more information about risks, Fund holdings and other details.

Because Janus Capital is the adviser to the Fund and to the underlying funds held within the Fund, it is subject to certain potential conflicts of interest.

Performance of the Janus Allocation Funds depends on that of the underlying funds. They are subject to the volatility of the financial markets.

The proprietary mathematical process used by INTECH may not achieve the desired results. Since the portfolio is periodically re-balanced, this may result in a higher portfolio turnover rate, higher expenses and potentially higher net taxable gains or losses compared to a "buy and hold" or index fund strategy.

Funds that invest in bonds have the same interest rate, inflation, and credit risks that are associated with the underlying bonds owned by the fund. Unlike owning individual bonds, there are ongoing fees and expenses associated with owning shares of bond funds. The return of principal is not guaranteed due to net asset value fluctuation that is caused by changes in the price of specific bonds held in the fund and selling of bonds within the fund by the portfolio manager(s).

Holdings are subject to change without notice.

INTECH Investment Management LLC is an indirect subsidiary of Janus Capital Group Inc. and serves as the sub-adviser on certain products.

Janus Distributors LLC