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All Together: Janus Fund Correlation

How similar are any two Janus funds? Use these charts to check. ALL TOGETHER Degrees of Correlation THEN... Venture - High In 1994, Janus' U.S. stock funds shared a "growth at a reasonable price" approach, but not a Twenty Mercury Janus Growth & Inc. Low- Growth & Inc. Mercury Twenty Venture "Correlation" refers to Enterprise similarity of returns, the opposite of diversification. Janus Enterprise OLDER FUNDDS Nasdag Index range of colors tells you they were relatively dif- whole lot more. The OLDER FUNDS Worldwide ferent from one another. Special Sit. Olympus Global Tech. Global Life Sci Equity-Income ...AND NOW Enterprise Janus By 2000, things had Growth & Inc. Mercury Twenty OLDER FUNDS turned a not-so-mellow Worldwide Venture Twenty NEWER FUNDS yellow, as the older funds became a lot more simi- Mercury Venture Equity-Income Global Life Sci. Olympus Janus Growth & Inc. lar to one another and to Worldwide the Nasdaq. The newer funds, though, offered a Global Tech. Special Sit. NEWER FUNDS Enterprise OLDER FUNDS Nasdag index bit more diversification. Strategic Value Source: Carpenter Analytix.

All Together: Janus Fund Correlation

shared by Kristofferson on May 19
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The purpose of creating a variety of mutual funds is to allow investors to select levels of risk and return that suit their individual tastes. This visualization represents the diversity offered by J...

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Mutual Funds Magazine

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Business
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