DELL makes 'most wanted' list at Janus.
John:
Now that you are in I hope this will put you at ease in case you are nervous or anything.
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Janus Twenty derives its name from its limited portfolio of 20 to 30 companies. As of Oct. 31, 60 percent of of the portfolio was concentrated in the top 10 holdings. Top holdings in the $15 billion fund consisted of Dell Computer (DELL) at 10.8 percent, America Online (AOL) at 7.5 percent, Microsoft (MSFT) at 7.3 percent, Time Warner (TWX) at 5.9 percent, Pfizer (PFE) at 5.6 percent, Warner-Lambert (WLA) at 5.5 percent, Nokia (NOKa) at 5.1 percent, Cisco (CSCO) at 4.8 percent, General Electric (GE) at 3.9 percent and MCI WorldCom (WCOM) at 3.5 percent. "I'm looking for growing top lines, expanding margins and real, open-ended opportunities," fund manager Scott Schoelzel recently told CBS.MarketWatch.com, " not just companies that can satisfy a small niche for a short period of time, but companies that are going to eventually become, or are, the brand name franchises in their respective industries.
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