Janus Capital Group Inc. (NYSE: JNS) today announced that Janus Triton Fund (JATTX) Class T Shares has been named the Gold Award winner in Standard & Poor’s (S&P) U.S. Mutual Fund Awards Excellence Program. Janus Triton Fund, which is co-managed by portfolio managers Chad Meade and Brian Schaub, ranked 1 out of 1,500 funds in S&P’s Domestic Equity Small Cap category, having consistently achieved the highest overall quantitative ranking from S&P from September 12, 2009 through August 31, 2010.
“Janus Triton Fund outperformed its small-cap growth peers on a one-, three- and five-year total return basis, while incurring a modest expense ratio and a low turnover rate,” said Todd Rosenbluth, senior director and a mutual fund analyst at S&P Equity Research. “The fund also stands out for owning stocks viewed as undervalued by S&P equity analysts.”
S&P’s proprietary mutual fund research methodology incorporates bottom-up research about a fund’s underlying stock, bond and mutual fund holdings as well as its performance, risk, and cost factors to rank approximately 19,000 mutual funds relative to their peers on a scale of one star (lowest) to five star (highest).
“We are pleased to have Janus Triton Fund recognized by S&P,” said Jonathan Coleman, Co-CIO of Janus. “This has been a collective effort. Brian and Chad, supported by our deep team of analysts, have consistently structured the portfolio to maximize risk-adjusted returns by focusing on companies they believe can create value and have strong competitive positions.”
About Janus Capital Group Inc.
Janus Capital Group Inc. (JCG) is a global investment firm offering strategies from three individual investment boutiques: Janus Capital Management LLC (Janus), INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins). Each manager employs a research-intensive approach that is distinct within its respective asset class. This multi-boutique approach enables the firm to provide style-specific expertise across an array of strategies, including growth, value and risk-managed equities, fixed income and alternatives through one common distribution platform.
At the end of September 2010, JCG managed $160.8 billion in assets for shareholders, clients and institutions around the globe. Based in Denver, JCG also has offices in London, Milan, Munich, Singapore, Hong Kong, Tokyo and Melbourne.
About the Standard & Poor’s Equity Research Mutual Fund Excellence Awards
The S&P Equity Research Mutual Fund Excellence Awards is an annual awards program designed to recognize those US mutual funds that have achieved the highest overall ranking of five-star in their category on the most consistent basis during the previous measurement year based on S&P’s proprietary, quantitative research methodology. Among the factors the research process seeks to identify are consistently strong performance, high quality holdings as measured by S&P STARS equity research, S&P Credit Ratings and S&P Quality Rankings, and favorable cost factors.
Additional information about the awards program, the selection methodology, and the award recipients is available at www.spfundawards.com. The website will be updated regularly with additional content.
Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus containing this and other information, please call Janus at 877.33JANUS (52687) or download the file from janus.com/info. Read it carefully before you invest or send money.
As of 9/30/10, Janus Triton Fund ClassT Shares returned 23.03%, 0.85%, 8.77% and 9.95% for the 1-, 3-, 5-year and since-inception (02/25/05) periods. The Fund’s net annual expense ratio as of its fiscal year-end was 1.25%. Returns include reinvestment of dividends and capital gains.
Data presented represents past performance, which is no guarantee of future results. Investment results and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Due to market volatility, current performance may be higher or lower than the performance shown. Call 877.33JANUS (52687) (or 800.525.3713 or visit janus.com/allfunds for performance current to the most recent month end.
Janus Capital has contractually agreed to waive the Fund’s total operating expenses allocated to Class T Shares (excluding any performance adjustments to management fees, administrative fees payable pursuant to the Transfer Agency Agreement, brokerage commissions, interest, dividends, taxes, and extraordinary expenses including, but not limited to, acquired fund fees and expenses) to certain limits until at least 2/16/11. The contractual waiver may be terminated at any time prior to this date only at the discretion of the Board of Trustees. Returns shown include fee waivers, if any, and without such waivers returns would have been lower.
Effective 2/16/10, the Fund's Class J Shares were renamed Class T Shares.
Expense information shown reflects estimated annualized expenses that the Fund share class expects to incur during their fiscal year. The expense information shown includes administrative fee expenses, if applicable. Contractual waivers agreed to by Janus Capital, where applicable, are included under “Net Annual Fund Operating Expenses.” (All expenses are shown without the effect of expense offset arrangements. Pursuant to such arrangements, credits realized as a result of uninvested cash balances are used to reduce custodian and transfer agent expenses.)
The 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 with Janus Smart Portfolios and Janus Modular Portfolio Construction® Fund. Additional risks to the Fund(s) may include those associated with investing in foreign securities, emerging markets, initial public offerings, real estate investment trusts (REITs), derivatives, short sales and companies with relatively small market capitalizations. Please see a Janus prospectus for more information about risk, Fund holdings and other details.
Funds distributed by Janus Distributors LLC (11/10)
James Aber, 303-336-4513