Perkins Mid Cap Value C Janus Investment Fund 151 Detroit Street Denver CO 80206
Phone: 800-525-0020
| Category: | Mid-Cap Value | | Fund Family: | Janus | | Net Assets: | 139.83M | | Year-to-Date Return: | -2.28% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jul-09 |
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Thomas M. Perkins
Lead Manager since
12-Aug-98 | | | Perkins is the lead manager of Janus Mid Cap Value Fund and was the lead Manager of the Fund's predecessor since 1998. He is also portfolio manager of other Janus accounts. Perkins has been a portfolio manager since 1974 and joined Perkins, Wolf, McDonnell and Company as a portfolio manager in 1998. Previously, he was a portfolio manager of valuation sensitive growth portfolios for Alliance Capital from 1984 to June 1998. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund primarily invests in the common stocks of mid-sized companies whose stock prices the portfolio managers believe to be undervalued. It normally invests at least 80% of assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Midcap Value index. The fund may also lend portfolio securities on a short-term or long-term basis, up to one-third of total assets and may invest its assets in derivatives. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 88.00% | | Average for Category:
| 107.20% |
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| Expense | JMVCX | Category Avg | | Total Expense Ratio: | 1.97%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.41% | | 3 Yr Expense Projection*: |
$618 | $694 | | 5 Yr Expense Projection*: |
$1,062 | $1,073 | | 10 Yr Expense Projection*: |
$2,296 | $2,072 |
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