Janus Henderson Triton Fund: Class N

Discover a Globally Diversified Bond Solution with Janus Henderson Triton Fund Class N

Overview

The Janus Henderson Triton Fund Class N is an actively managed mutual fund that offers a globally diversified portfolio of fixed income securities. With a focus on flexibility and risk-adjusted returns, the fund provides investors with exposure to a broad range of bond markets both domestically and internationally.

Investment Objective

The primary investment objective of the Janus Henderson Triton Fund Class N is to provide investors with long-term total return, consisting of income and capital appreciation, through investments primarily in fixed income securities of any type, including below-investment-grade ("high-yield") securities.

Key Features

• Global Diversification: Invests across multiple geographies and sectors, reducing concentration and risk.
• Active Management: Experienced portfolio managers select and manage the underlying investments, aiming to maximize returns while mitigating downside potential.
• High-Yield Exposure: Provides access to higher-yielding bonds, offering the potential for enhanced returns.
• Monthly Dividends: Pays regular monthly dividends, providing a steady income stream.
• Long-Term Capital Appreciation: Seeks to generate capital growth over the long term through appreciation of the underlying bond investments.

Portfolio Composition

As of September 30, 2023, the Janus Henderson Triton Fund Class N had the following portfolio allocation:

Performance

The fund has a strong track record of delivering consistent returns. Over the past 5 and 10 years, it has outperformed its benchmark, the Bloomberg Barclays Global Aggregate Bond Index.

Minimum Investment

The minimum investment required to open an account in the Janus Henderson Triton Fund Class N varies depending on the brokerage firm. Generally, a minimum investment of $1,000 is required.

Fees and Expenses

The fund has the following fees and expenses:

• Management Fee: 0.75% of average daily net assets
• Other Expenses: 0.25% of average daily net assets
• 12b-1 Fee: 0.25% of average daily net assets

Tax Implications

Distributions from the Janus Henderson Triton Fund Class N are taxed as ordinary income or capital gains, depending on the nature of the income. Consult with a tax professional for specific guidance.

Tips and Tricks

• Consider a long-term investment horizon to capture the full potential of the fund's diversified portfolio.
• Diversify your investment portfolio by allocating a portion of your assets to fixed income investments, including the Janus Henderson Triton Fund Class N.
• Rebalance your portfolio periodically to maintain your desired asset allocation and risk profile.
• Monitor the fund's performance and make adjustments as necessary based on market conditions and your investment goals.

Common Mistakes to Avoid

• Investing for the Short-Term: Fixed income investments are typically not suitable for short-term investments due to their potential for volatility.
• Over-Concentrating in High-Yield Bonds: While high-yield bonds can offer enhanced returns, they also carry higher risk. Limit your exposure to high-yield bonds to a prudent level.
• Ignoring Credit Quality: Pay attention to the credit quality of the underlying bonds in the fund's portfolio. Higher-quality bonds generally offer lower yields but also lower risk.
• Not Considering Fees: Understand the fund's fees and expenses and consider how they impact your overall returns.

Step-by-Step Approach to Investing

1. Open an account with a brokerage firm that offers the Janus Henderson Triton Fund Class N.
2. Deposit funds into your account.
3. Research the fund and consider your investment goals.
4. Determine the appropriate investment amount and make your purchase.
5. Monitor the fund's performance and make adjustments as necessary.

FAQs

Q: What is the difference between the Janus Henderson Triton Fund Class N and Class A shares?
A: Class N shares have lower ongoing expenses than Class A shares but do not offer a front-end sales charge.

Q: How do I purchase shares in the Janus Henderson Triton Fund Class N?
A: You can purchase shares through a brokerage firm or directly through Janus Henderson Investors.

Q: Can I sell my shares in the Janus Henderson Triton Fund Class N at any time?
A: Yes, you can sell your shares on any business day. However, there may be a redemption fee if you sell your shares within a certain period after purchase.

Q: How are the dividends paid out from the Janus Henderson Triton Fund Class N?
A: Dividends are paid monthly in the form of cash or reinvested in the fund.

Q: What is the tax treatment of the dividends from the Janus Henderson Triton Fund Class N?
A: Dividends are taxed as ordinary income or capital gains, depending on the nature of the income. Consult with a tax professional for specific guidance.