Mutual fund opinion--good morning Jan,et piffers..Seeking a few opinions on Janus Global life sciences (JAGLX)..I was fortunate enough to have invested in JAGTX (YTD fund performance + 80%),but have decided to deversify a bit..Exchanged an initial position from JAGTX into JAGLX (YTD fund performance +17.6%). According to the janus site, the top ten holdings for JAGLX are:
Top 10 Holdings
Top 10 Holdings
as of 08/31/1999
Allergan, Inc.
Amgen, Inc.
Biogen, Inc.
Chemdex Corp.
Enzon, Inc
Genentech, Inc.
MedImmune, Inc.
MiniMed, Inc.
QLT PhotoTherapeutics, Inc.
Tyco International, Ltd.
Total (% of Portfolio)
43.80%
chart askresearch.com
Glancing through the yahoo top ten charts, seems some of these have been relatively flat,,is it time for this sector-healthcare? TIA for any opinions,,both the above mentioned funds were started on the first of the year,,so there isn't much history (although the manager for the JAGTX(tech) fund, is the tech guru for Janus,IMO..but don't have any background for JAGLX....;^)DD |
