Hello Friend,
Another new one for the IBOX....Janus Overseas
Janus Overseas Fund JAOSX (61.65)
Foreign Equity | Since 1994-05-02
The fund's primary objective is capital growth. Management attempts to achieve this goal by investing at least 80% of assets in the securities of non-U.S. companies. To this end, management uses a bottom-up investment approach. When examining issues for inclusion in the portfolio, it looks at each company's prospects and the factors that are likely to be growth-drivers. Management's research focuses on a company's business model, financial strength, business franchise, and the leadership ability of a company's management team. Competitors, suppliers, and customers are also examined, in an attempt to develop estimates of a company's earnings power. Management will also research macroeconomic factors, but only to the extent that the factor will affect an individual company. Valuation is determined using price-to-earnings ratios and price-to-cash flow. When looking at valuations, management also takes into consideration the degree to which a company is leveraged. Although management is allowed by prospectus to hedge currency risk, it generally does not make use of this technique.
Median Mkt Cap Net Assets Exp Ratio *Redemption Fee *Max Front Load *Max Back Load *Min Inv *Min IRA Manager Name | Start Date
28444($Mil) 9000($Mil) 0.88% 2.00% 0.00% 0.00% 2500 500 Brent Lynn | 1/01/2001
Net Assets 1 Yr Return* 5 Yr Return* 10 Yr Return* Since Inception
9000 50.18 33.32 14.63 16.46
Total Returns(%) Objective: Foreign Equity
2007 2006 2005 2004 2003 2002
Total Return % 27.62 47.21 32.38 18.57 36.79 -23.89
Objective Return % 17.44 29.52 19.06 19.84 40.36 -14.48
+/- Objective 10.18 17.69 13.33 -1.26 -3.57 -9.41
Index (S&P 500) 11.41 25.76 14.02 20.70 39.15 -15.64
+/- Index 16.22 21.45 18.37 -2.12 -2.36 -8.25
JAOSX's 3-Year annualized return % is 15.06 % above the average return for funds in its objective.
% Rank in Objective 15 1 11 53 58 95
JAOSX's 3-Year annualized return % is 15.06 % above the average return for funds in its objective.
Another new one for the IBOX....Janus Overseas
Janus Overseas Fund JAOSX (61.65)
Foreign Equity | Since 1994-05-02
The fund's primary objective is capital growth. Management attempts to achieve this goal by investing at least 80% of assets in the securities of non-U.S. companies. To this end, management uses a bottom-up investment approach. When examining issues for inclusion in the portfolio, it looks at each company's prospects and the factors that are likely to be growth-drivers. Management's research focuses on a company's business model, financial strength, business franchise, and the leadership ability of a company's management team. Competitors, suppliers, and customers are also examined, in an attempt to develop estimates of a company's earnings power. Management will also research macroeconomic factors, but only to the extent that the factor will affect an individual company. Valuation is determined using price-to-earnings ratios and price-to-cash flow. When looking at valuations, management also takes into consideration the degree to which a company is leveraged. Although management is allowed by prospectus to hedge currency risk, it generally does not make use of this technique.
Median Mkt Cap Net Assets Exp Ratio *Redemption Fee *Max Front Load *Max Back Load *Min Inv *Min IRA Manager Name | Start Date
28444($Mil) 9000($Mil) 0.88% 2.00% 0.00% 0.00% 2500 500 Brent Lynn | 1/01/2001
Net Assets 1 Yr Return* 5 Yr Return* 10 Yr Return* Since Inception
9000 50.18 33.32 14.63 16.46
Total Returns(%) Objective: Foreign Equity
2007 2006 2005 2004 2003 2002
Total Return % 27.62 47.21 32.38 18.57 36.79 -23.89
Objective Return % 17.44 29.52 19.06 19.84 40.36 -14.48
+/- Objective 10.18 17.69 13.33 -1.26 -3.57 -9.41
Index (S&P 500) 11.41 25.76 14.02 20.70 39.15 -15.64
+/- Index 16.22 21.45 18.37 -2.12 -2.36 -8.25
JAOSX's 3-Year annualized return % is 15.06 % above the average return for funds in its objective.
% Rank in Objective 15 1 11 53 58 95
JAOSX's 3-Year annualized return % is 15.06 % above the average return for funds in its objective.
"Where Liberty Dwells; There Is My Country" Dr. Benjamin Franklin
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
