Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty
As expected, Janus Research is climbing up the charts in 2009.

As we previously noted, Janus has historically made up ground during market rebounds. That has been the case lately, as this large-growth offering has come back from its basement-dwelling performance in 2008.  Read more 

Kudos

Investors don't have to worry about sector bets or stock-specific risks with this diversified plan of attack.
Janus' research team is much more experienced than it was five years ago.
Reasonable expenses. Read more 

Risks

This venue is the first management-type role for many of the equity analysts.
Top ideas are judged on investment merit and the ability of the respective analysts to convince their sector team. Read more 

Strategy

This fund is a showcase for Janus' analysts. With the fund staying sector-neutral to the Russell 1000 Growth Index, the only way for it to forge ahead will be if the individual analysts consistently make good decisions within their sector coverage lists.  Read more 

Management

Jim Goff, Janus' director of research, is the named portfolio manager here, but he largely serves in an administrative role. The fund rests in the hands of its equity analysts, who make decisions within the framework of their sector teams. Janus has made considerable investments in its analyst staff in recent years, improving the fund's chances of success.  Read more 

Inside Scoop

This fund is run by Janus' equity analysts, as are siblings Global Research and Research Core. Here, the analysts have market-cap discretion, but the fund stays sector-neutral to the Russell 1000 Growth Index.  Read more 

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