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JAGDX Janus Adaptive Global Allocation D

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Fund JAGDX Janus Adaptive Global Allocation D JVGTX Janus Adaptive Global Allocation T  
Similarity
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100% 100%
Annual Fees
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$124.05
(1.19% Exp. Ratio)
$121.97
(1.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$24,310.64 $24,458.70
Est. savings over 30 yrs +$148.05
Return
As of 11/30/16
1 YR RETURN 2.14%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.26%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return through growth of capital and income. The fund seeks to achieve its investment objective by allocating its assets across a portfolio of global equity, global fixed-income, and, at times, commodities investments. It may invest in emerging markets, but will normally limit such investments to 30% of its net assets, measured at the time of purchase. Due to the nature of the securities in which the fund invests, it may have relatively high portfolio turnover compared to other funds. The fund is non-diversified.
The investment seeks total return through growth of capital and income. The fund seeks to achieve its investment objective by allocating its assets across a portfolio of global equity, global fixed-income, and, at times, commodities investments. It may invest in emerging markets, but will normally limit such investments to 30% of its net assets, measured at the time of purchase. Due to the nature of the securities in which the fund invests, it may have relatively high portfolio turnover compared to other funds. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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