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Janus Aspen Balanced Instl (JABLX)

On Nov 24: 26.90 USD  Down 0.01 (0.04%)  
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JANUS ASPEN SERIES BALANCED INS Delayed quote dataEdit
Net Asset Value: 26.90
Trade Time: Nov 24
Change: Down 0.01 (0.04%)
Prev Close: 26.90
YTD Return*: 10.54%
Net Assets*: 1.37B
Yield*: 2.53%
* As of 31-Dec-07
Janus Aspen Balanced Instl (JABLX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 1.37B
Category: Moderate Allocation
Total Expense Ratio: 0.57%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 10.54%
5y Avg Return: 10.34%
Rank in Category (ytd): 99
% Rank in Category (ytd): 8.98%
Beta (3y): 0.95
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund normally invests 50-60% of assets in equity securities selected primarily for their growth potential and 40-50% of assets in securities selected primarily for their income potential. It normally invests at least 25% of assets in fixed-income senior securities. The fund may invest without limit in foreign equity and debt securities, which may include investments in emerging markets. It will limit its investment in high-yield/high-risk bonds to 35% or less of assets.
Fund Profile


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