… JANSX has a high performance correlation with Janus Twenty JAVLX (0.98) and a rather low one with Perkins Small Cap Value JSCVX (0.91). But it is surprising that its correlation with Janus Triton JATTX (0.91) is just as low as its correlation …
Hi M*, Your 12/22/11 distributions posting shows: Distribution Date Distribution NAV Long-Term Capital Gain Short-Term Capital Gain Dividend Income Distribution Total 12/22/2011 20.50 1.9000 0.0000 0.0000 1.9000 Janus Perkins site shows: Investment Short Term Total Long Term Total ...
… behaved as expected. Its strategy, the same one used for years at Perkins Mid Cap Value JMCVX and Perkins Small Cap Value JSCVX , focuses on companies with strong balance sheets and consistent earnings. That's helped its siblings lose less than the …
… With this info in mind, here lies my issue. The TR funds lack any type of Small Caps. I have had my eye on the Perkins Small Cap Value T for years and it has done well, however, the expense is 1.07! Not high for their segment, but totally against …
… Undecided on each although inexpensive and I already have some pricey ones. Continue to hold? Add to? Sell? >PRWCX, JSCVX , POAGX, PRNZX – least likely to part with these and the plan is to maintain current levels. The other funds are good funds …
… decent small cap, through research in this forum I found few to look at: ASVIX, RYOTX (closed), PREOX, DESYX, WSCVX, JSCVX Is there anything else I should look at? I would prefer to get my funds through VG, fidelity or troweprice. I am a beginner …
… follows: Large: YACKX, PRBLX, and FMIHX – overall up over 4% Mid: JMCVX, FLPSX, and BUFMX – overall up 6% Small: JSCVX , JATTX, and FSCRX – overall up 6% Foreign: JAOSX, UMBWX, and OAKIX – overall up over 15% Bonds: MWTRX, MWHYX, BJBHX …
… dipped nearly 37 % that year . ) This consistent investment process has led to peer - beating records at both its Small Cap Value JSCVX and Mid Cap Value offerings over the long term . ( Perkins Large Cap Value JAPAX was launched in early 2009 . ) The firm has …
below is a link for my retroactive updating thru 3/31/10 for my 2010 HO-down ... http://socialize.morningstar.com/NewSocialize/forums/ p/257708/2807539.aspx#2807539 Incredibly, I managed to update on time for eom 4/30/10! As referenced in my first HO-down post, of the 7 experimental strategies, #3 thru #7 have monthly DCAs of one sort or another... #3-#6 have a total $10,000 added and #7 adds $5,000 to each of 7 different allocation funds. Observations for each strategy YTD ao 4/30/10 : #1 Dow 3 Pups --overall down -6.18% YTD (T is +1.06% , VZ -5.48% and PFE -14.18% YTD) #2 SP500 3 Pups --overall UP +5.75% YTD (carried by KIM +14.29% , NI +6.61% and HCBK -3.68% ) #3 LG-MG-Int'l-EM Equity --still percolating but CVTRX (LG) is lagging a bit YTD #4 SV-Convertible-Realty-Util-BRIC --so far JSCVX (SV) is leading and BRIC (JLTAX-LETRX-MCDFX,MINDX) is lagging #5 Domestic/Int'l Total Return --leader is NOIEX (domestic equity) and CIHDX (int'l equity) is laggard #6 Sector/Asset --definite leader is ICTRX (industrials) and SWHFX (healthcare) is the laggard #7 allocation funds mini contest --top 3 funds are #1 USBSX, #2 DODBX and #3 SWBGX all with YTD total returns of +3.40% or so (all within tenths of each other) below is a link to my list of Shared Portfolios giving links for each of the above diversification and allocation portfolios... http://socialize.morningstar.com/NewSocialize/ user/EditProfile.aspx?TabIndex=11 I look forward to hear what you think, Santa Cruz --and anyone and everyone else who might be rattling around out there. Your observations and your participation help us help each other. Santa Cruz, do you think I should backtrack and retroactively do a DCA in the Dow and SP500 Pups? It would be interesting to really see the effect of the very real benefit of DCA applied to their current YTD losses. Regards, Susan
… s newest offering as seen at older sibling and Fund Analyst Pick Mid Cap Value JMCVX and strong-performing Small Cap Value JSCVX . It's tough to find a large-value manager that doesn't say they focus on strong cash flows, solid balance sheets, and …