Exhibit 99.1
Janus Investment Fund ("JIF")
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| | Lipper Rankings Based on Total Returns as of 12/31/09 | |
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| | 1-Year | | 3-Year | | 5-Year | | 10-Year | | Since PM Inception | |
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| | PM Inception | | Lipper Category | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | |
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Growth Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Twenty Fund — J(1) | | | Dec-07 | | Large-Cap Growth Funds | | | 14 | | | 111 / 814 | | | 1 | | | 2 / 702 | | | 1 | | | 3 / 582 | | | 41 | | | 127 / 310 | | | 38 | | | 286 / 766 | |
Janus Fund — J | | | Oct-07 | | Large-Cap Growth Funds | | | 36 | | | 290 / 814 | | | 35 | | | 246 / 702 | | | 27 | | | 154 / 582 | | | 67 | | | 207 / 310 | | | 40 | | | 301 / 754 | |
Janus Forty Fund -S | | | Dec-07 | | Large-Cap Growth Funds | | | 13 | | | 105 / 814 | | | 3 | | | 17 / 702 | | | 1 | | | 4 / 582 | | | 7 | | | 19 / 310 | | | 53 | | | 404 / 766 | |
Janus Orion Fund — J | | | Dec-07 | | Multi-Cap Growth Funds | | | 8 | | | 36 / 459 | | | 16 | | | 57 / 378 | | | 3 | | | 9 / 310 | | | — | | | — | | | 57 | | | 238 / 418 | |
Janus Research Fund — J | | | Jan-06 | | Large-Cap Growth Funds | | | 16 | | | 124 / 814 | | | 17 | | | 117 / 702 | | | 14 | | | 78 / 582 | | | 76 | | | 235 / 310 | | | 12 | | | 77 / 652 | |
Janus Enterprise Fund — J | | | Oct-07 | | Mid-Cap Growth Funds | | | 41 | | | 191 / 474 | | | 25 | | | 103 / 425 | | | 14 | | | 47 / 353 | | | 93 | | | 166 / 178 | | | 26 | | | 115 / 448 | |
Janus Venture Fund — J(1) | | | Jan-97 | | Small-Cap Growth Funds | | | 7 | | | 36 / 540 | | | 47 | | | 220 / 472 | | | 30 | | | 116 / 397 | | | 84 | | | 181 / 217 | | | 20 | | | 25 / 125 | |
Janus Triton Fund — J | | | Jun-06 | | Small-Cap Growth Funds | | | 10 | | | 53 / 540 | | | 2 | | | 9 / 472 | | | — | | | — | | | — | | | — | | | 1 | | | 4 / 450 | |
INTECH RM Growth Fund — S | | | Jan-03 | | Multi-Cap Growth Funds | | | 62 | | | 283 / 459 | | | 76 | | | 285 / 378 | | | 82 | | | 252 / 310 | | | — | | | — | | | 82 | | | 227 / 279 | |
Core Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Growth and Income Fund — J | | | Nov-07 | | Large-Cap Core Funds | | | 7 | | | 60 / 906 | | | 40 | | | 304 / 773 | | | 37 | | | 240 / 653 | | | 68 | | | 252 / 374 | | | 48 | | | 388 / 820 | |
Janus Contrarian Fund — J | | | Feb-00 | | Multi-Cap Core Funds | | | 22 | | | 170 / 795 | | | 46 | | | 308 / 683 | | | 6 | | | 29 / 519 | | | — | | | — | | | 17 | | | 37 / 227 | |
Janus Balanced Fund — J | | | Apr-05 | | Mixed-Asset Target Alloc. Mod. Funds | | | 43 | | | 219 / 509 | | | 1 | | | 1 / 412 | | | 1 | | | 1 / 311 | | | 19 | | | 28 / 148 | | | 1 | | | 1 / 338 | |
Janus Research Core Fund — J | | | Nov-07 | | Large-Cap Core Funds | | | 9 | | | 74 / 906 | | | 40 | | | 302 / 773 | | | 15 | | | 98 / 653 | | | 35 | | | 129 / 374 | | | 57 | | | 466 / 820 | |
INTECH RM Core Fund — J | | | Feb-03 | | Multi-Cap Core Funds | | | 83 | | | 656 / 795 | | | 68 | | | 464 / 683 | | | 60 | | | 312 / 519 | | | — | | | — | | | 48 | | | 182 / 386 | |
Global/International Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Overseas Fund — J | | | Jun-03 | | International Funds | | | 1 | | | 2 / 1275 | | | 1 | | | 7 / 975 | | | 1 | | | 1 / 700 | | | 13 | | | 48 / 386 | | | 1 | | | 1 / 611 | |
Janus Worldwide Fund — J | | | Apr-09 | | Global Funds | | | 27 | | | 142 / 544 | | | 64 | | | 239 / 378 | | | 74 | | | 211 / 287 | | | 96 | | | 137 / 143 | | | ‡ | | | | |
Janus Global Technology Fund — J | | | Jan-06 | | Global Science/Technology Funds | | | 65 | | | 50 / 77 | | | 33 | | | 21 / 64 | | | 26 | | | 15 / 58 | | | 90 | | | 18 / 19 | | | 43 | | | 27 / 63 | |
Janus Global Life Sciences Fund — J | | | Apr-07 | | Global Health/Biotechnology Funds | | | 18 | | | 8 / 45 | | | 8 | | | 3 / 41 | | | 33 | | | 12 / 36 | | | 79 | | | 15 / 18 | | | 10 | | | 4 / 42 | |
Janus Global Research Fund — J | | | Feb-05 | | Global Funds | | | 12 | | | 65 / 544 | | | 10 | | | 36 / 378 | | | — | | | — | | | — | | | — | | | 4 | | | 11 / 292 | |
Janus Global Opportunities Fund — J | | | Apr-05 | | Global Funds | | | 49 | | | 266 / 544 | | | 33 | | | 122 / 378 | | | 65 | | | 185 / 287 | | | — | | | — | | | 65 | | | 201 / 313 | |
Janus International Equity Fund — I | | | Nov-06 | | International Funds | | | 5 | | | 55 / 1275 | | | 2 | | | 14 / 975 | | | — | | | — | | | — | | | — | | | 2 | | | 14 / 937 | |
INTECH RM International Fund — I | | | May-07 | | International Funds | | | 80 | | | 1019 / 1275 | | | — | | | — | | | — | | | — | | | — | | | — | | | 54 | | | 551 / 1025 | |
Janus International Forty Fund — I | | | May-08 | | International Funds | | | 1 | | | 7 / 1275 | | | — | | | — | | | — | | | — | | | — | | | — | | | 27 | | | 310 / 1154 | |
Value Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Perkins Mid Cap Value Fund — J | | | Aug-98 | | Mid-Cap Value Funds | | | 76 | | | 191 / 251 | | | 6 | | | 11 / 210 | | | 5 | | | 8 / 161 | | | 4 | | | 2 / 61 | | | 3 | | | 1 / 48 | |
Perkins Small Cap Value Fund — J(1) | | | Feb-97 | | Small-Cap Core Funds | | | 27 | | | 198 / 756 | | | 1 | | | 6 / 631 | | | 4 | | | 18 / 522 | | | 12 | | | 32 / 269 | | | 4 | | | 5 / 128 | |
INTECH RM Value Fund — I | | | Dec-05 | | Multi-Cap Value Funds | | | 83 | | | 292 / 351 | | | 54 | | | 153 / 285 | | | — | | | — | | | — | | | — | | | 54 | | | 133 / 249 | |
Perkins Large Cap Value Fund — I | | | Dec-08 | | Large-Cap Value Funds | | | 31 | | | 160 / 527 | | | — | | | — | | | — | | | — | | | — | | | — | | | 31 | | | 160 / 527 | |
Income Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Flexible Bond Fund — J | | | May-07 | | Intermediate Investment Grade Debt Funds | | | 52 | | | 285 / 549 | | | 6 | | | 25 / 458 | | | 7 | | | 24 / 395 | | | 18 | | | 39 / 219 | | | 7 | | | 30 / 477 | |
Janus Short-Term Bond Fund — J | | | May-07 | | Short Investment Grade Debt Funds | | | 59 | | | 144 / 246 | | | 2 | | | 4 / 223 | | | 2 | | | 3 / 176 | | | 13 | | | 12 / 94 | | | 3 | | | 6 / 231 | |
Janus High-Yield Fund — J | | | Dec-03 | | High Current Yield Funds | | | 76 | | | 347 / 459 | | | 25 | | | 98 / 391 | | | 17 | | | 56 / 341 | | | 16 | | | 33 / 207 | | | 23 | | | 70 / 313 | |
Alternative Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Long/Short Fund — I | | | Aug-06 | | Long/Short Equity Funds | | | 85 | | | 104 / 122 | | | 40 | | | 22 / 54 | | | — | | | — | | | — | | | — | | | 26 | | | 11 / 42 | |
Janus Global Real Estate Fund — I | | | Nov-07 | | Global Real Estate Funds | | | 3 | | | 2 / 80 | | | — | | | — | | | — | | | — | | | — | | | — | | | 2 | | | 1 / 67 | |
Asset Allocation Funds — Share Class | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus SP-Growth — J | | | Dec-05 | | Mixed-Asset Targe Alloc. Growth Funds | | | 7 | | | 43 / 649 | | | 6 | | | 32 / 549 | | | — | | | — | | | — | | | — | | | 3 | | | 13 / 497 | |
Janus SP-Moderate — J | | | Dec-05 | | Mixed-Asset Target Alloc. Mod Funds | | | 10 | | | 49 / 509 | | | 1 | | | 3 / 412 | | | — | | | — | | | — | | | — | | | 2 | | | 6 / 369 | |
Janus SP-Conservative — J | | | Dec-05 | | Mixed-Asset Targe Alloc. Cons Funds | | | 22 | | | 97 / 441 | | | 4 | | | 13 / 361 | | | — | | | — | | | — | | | — | | | 2 | | | 5 / 304 | |
Janus Modular Portfolio Construction Fund — I | | | Sep-08 | | Mixed-Asset Targe Alloc. Growth Funds | | | 27 | | | 172 / 649 | | | — | | | — | | | — | | | — | | | — | | | — | | | 44 | | | 276 / 636 | |
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Data presented reflects past performance, which is no guarantee of future results. |
Lipper, a wholly-owned subsidiary of Thomson Reuters, provides independent insight on global collective investments including mutual funds, retirement funds, hedge funds, fund fees and expenses to the asset management and media communities. Lipper ranks the performance of mutual funds within a classification of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested and do not include the effect of loads. If an expense waiver was in effect, it may have had a material effect on the total return or yield for the period. |
Notes: |
| | (1) | | Closed to new investors. |
| | ‡ | | In accordance with FINRA regulations, Lipper rankings cannot be publicly disclosed for time periods of less than one year. |
Janus Aspen Series ("JAS") Institutional Shares
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| |
| | Lipper Rankings Based on Total Returns as of 12/31/09 | |
---|
| |
| |
| | 1-Year | | 3-Year | | 5-Year | | 10-Year | | Since PM Inception | |
---|
| | PM Inception | | Lipper Category | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | | Percentile Rank (%) | | Rank/ Total Funds | |
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Growth Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Forty Portfolio | | | Oct-07 | | Large-Cap Growth | | | 58 | | | 131 / 228 | | | 36 | | | 73 / 207 | | | 33 | | | 63 / 191 | | | 60 | | | 51 / 85 | | | 40 | | | 84 / 214 | |
Janus Portfolio | | | Dec-07 | | Large-Cap Growth | | | 10 | | | 21 / 228 | | | 1 | | | 1 / 207 | | | 2 | | | 3 / 191 | | | 12 | | | 10 / 85 | | | 52 | | | 114 / 219 | |
Enterprise Portfolio | | | Oct-07 | | Multi-Cap Growth | | | 29 | | | 34 / 120 | | | 40 | | | 40 / 101 | | | 22 | | | 19 / 87 | | | 78 | | | 31 / 39 | | | 34 | | | 36 / 105 | |
Core Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Balanced Portfolio | | | Apr-05 | | Mixed-Asset Target Alloc Moderate | | | 28 | | | 49 / 179 | | | 1 | | | 1 / 122 | | | 2 | | | 1 / 81 | | | 25 | | | 12 / 48 | | | 2 | | | 1 / 93 | |
Growth and Income Portfolio | | | Nov-07 | | Large-Cap Core | | | 4 | | | 9 / 225 | | | 19 | | | 39 / 210 | | | 22 | | | 39 / 181 | | | 67 | | | 62 / 92 | | | 21 | | | 43 / 213 | |
Fundamental Equity Portfolio | | | Nov-07 | | Large-Cap Core | | | 10 | | | 22 / 225 | | | 23 | | | 47 / 210 | | | 15 | | | 26 / 181 | | | 32 | | | 29 / 92 | | | 51 | | | 108 / 213 | |
Global/International Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Worldwide Growth Portfolio | | | Apr-09 | | Global | | | 39 | | | 53 / 135 | | | 58 | | | 57 / 98 | | | 83 | | | 62 / 74 | | | 86 | | | 36 / 41 | | | ‡ | | | | |
International Growth Portfolio | | | Jun-03 | | International | | | 1 | | | 1 / 274 | | | 1 | | | 2 / 227 | | | 1 | | | 1 / 195 | | | 7 | | | 7 / 99 | | | 1 | | | 1 / 179 | |
Global Life Sciences Portfolio | | | Jan-06 | | Science & Technology | | | 55 | | | 31 / 56 | | | 34 | | | 18 / 53 | | | 25 | | | 13 / 51 | | | — | | | — | | | 34 | | | 18 / 53 | |
Global Technology Portfolio | | | Oct-04 | | Health/Biotechnology | | | 39 | | | 14 / 35 | | | 9 | | | 3 / 34 | | | 24 | | | 7 / 29 | | | — | | | — | | | 17 | | | 5 / 29 | |
Value Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Perkins Mid Cap Value Portfolio | | | May-03 | | Multi-Cap Core | | | 28 | | | 64 / 233 | | | 2 | | | 3 / 187 | | | 2 | | | 2 / 126 | | | — | | | — | | | 1 | | | 1 / 104 | |
Income Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Flexible Bond Portfolio | | | May-07 | | Intermediate Investment Grade Debt | | | 44 | | | 33 / 75 | | | 15 | | | 10 / 67 | | | 19 | | | 11 / 60 | | | 17 | | | 5 / 30 | | | 14 | | | 9 / 68 | |
Rankings are for the Institutional Shares only; other classes may have different performance characteristics.
Data presented reflects past performance, which is no guarantee of future results.
Lipper, a wholly-owned subsidiary of Thomson Reuters, provides independent insight on global collective investments including mutual funds, retirement funds, hedge funds, fund fees and expenses to the asset management and media communities. Lipper ranks the performance of mutual funds within a classification of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested and do not include the effect of loads. If an expense waiver was in effect, it may have had a material effect on the total return or yield for the period.
Note:
- ‡
- In accordance with FINRA regulations, Lipper rankings cannot be publicly disclosed for time periods of less than one year.