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Mutual Funds: JANUS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
JANUS BALANCED (JABAX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS ENTERPRISE (JAENX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS FLEXIBLE BOND (JAFIX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS GROWTH AND INCOME FUND (JAGIX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS GLOBAL LIFE SCIENCES FUND (JAGLX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS GLOBAL TECHNOLOGY (JAGTX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS HIGH-YIELD FUND (JAHYX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS MECURY FUND (JAMRX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS OVERSEAS FUND (JAOSX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS SHORT-TERM BOND (JASBX)
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1 $2,500.00 $100.00 $500.00 $100.00
JANUS TRITON (JATTX)
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1 Closed $0.00 Closed $0.00
JANUS VENTURE FUND (JAVTX)
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1 Closed $100.00 Closed $100.00
JANUS WORLDWIDE FUND (JAWWX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
PERKINS GLOBAL VALUE FUND CLASS T SHARES (JGVAX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
PERKINS MID CAP VALUE FUND INVESTOR (JMCVX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
JANUS GLOBAL SELECT FUND T (JORNX)
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1 $2,500.00 $100.00 $1,000.00 $100.00
PERKINS SMALL CAP VALUE FUND INV (JSCVX)
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1 $2,500.00 $100.00 $2,500.00 $100.00
JANUS CONTRARIAN (JSVAX)
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1 $2,500.00 $100.00 $1,000.00 $100.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.