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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Mid-Cap Value Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Medium |
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Value |
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As of
2013-03-31 |
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| Day Change |
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$ 0.24 |
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| NAV
(2013-05-17)
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$ 25.00 |
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| YTD Return %
(2013-05-17)
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| 16.01%
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| Total Assets ($ mil) |
| 12,315 |
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| Growth of $10,000 |
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Fund: |
Perkins Mid Cap Value L |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Mid-Cap Value |
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Index: |
S&P 500 TR |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-17 |
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Inception date: 1998-08-12 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-525-0020 or visit www.janus.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
10.2 |
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Stocks |
89.8 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
8.2 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
125 |
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Turnover % |
27 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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0.00 |
| % of Assets in Top 10 Holdings |
13.30 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-17 |
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Fund Inception: 1998-08-12 |
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Portfolio Manager (Start Date) |
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Jeffrey R. Kautz
(1998-08-12)
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Jeffrey Kautz, CFA
Jeff Kautz is Chief Investment Officer and Co-Portfolio Manager of the Perkins Mid Cap Value and Perkins Value Plus Income strategies. Mr. Kautz is also a member of the Janus Capital Group Global Allocation Committee. He joined Perkins in October 1997 as a research analyst and became Co-Portfolio Manager of the Perkins Mid Cap Value strategy in January 2002 and Chief Investment Officer in 2007. He has been Co-Portfolio Manager of the Perkins Value Plus Income strategy since its inception in July 2010. Prior to joining Perkins, Mr. Kautz worked as a market maker and specialist on the Chicago Stock Exchange for G.V.R. Company. He was also a senior consultant for Andersen Consulting. Mr. Kautz received his bachelor of science degree in mechanical engineering from the University of Illinois and an MBA, with a concentration in finance, from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst designation. |
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Thomas M. Perkins
(1998-08-12)
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Tom Perkins
Tom Perkins is Co-Portfolio Manager of the Perkins Mid Cap Value, Perkins All Cap Value and Perkins Large Cap Value strategies. He has managed the Mid Cap Value strategy since August 1998, the All Cap Value strategy since September 2003 and the Large Cap Value strategy since October 2006. Prior to joining Perkins in April 1998, Mr. Perkins was an investment manager at Alliance Capital for 14 years. During his tenure, he managed $3 billion in equity assets for major institutional portfolios that included Fortune 500 companies, state funds and overseas corporations. He also spent 14 years at Kemper Financial Services with Bob Perkins as an investment research analyst and manager of the $1.5 billion Kemper insurance equity and convertible bond holdings. He was also responsible for Kemper’s venture capital partnerships. Mr. Perkins received his bachelor of arts degree in history from Harvard College and has 42 years of financial industry experience. |
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Kevin Preloger
(2013-04-01)
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Kevin Preloger
Kevin Preloger is Co-Portfolio Manager of the Perkins Large Cap Value strategy. Mr. Preloger joined Perkins in May 2002 as a research analyst covering the financial services sector. Mr. Preloger was named Co-Portfolio Manager of the Large Cap Value strategy in October 2006. Prior to joining Perkins, he worked at ABN AMRO/LaSalle Bank Wealth Management as an analyst covering both the financial services and technology sectors during his five-year tenure at the firm. Mr. Preloger received his bachelor of arts degree in economics from Northwestern University and has 15 years of financial industry experience. |
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Sales Charge %
(taken from prospectus dated 2012-10-26)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.60 |
based on net assets
(taken from annual report dated 2012-12-31)
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| Correspondence Information |
Janus Investment Fund
151 Detroit Street
Denver,
CO
80206
USA |
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