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Janus Triton Fund(JGMAX), with $2 billion in assets, is a value-conscious, small-cap fund that has had strong investors inflows this year. The fund holds 90 stocks, but only 26% of assets are in the top 10 positions, meaning it's hugely diverse.
Janus Triton has returned 12% this year and 36% over the past 12 months. The average annual three-year return is 13%. A Morningstar analyst says the fund's average annual gain of 11% since managers Chad Mead and Brian Schaub took over in July 2006 is more than three times that of rivals. "What's more, the fund has tended to lose less than most peers in downdrafts," Morningstar writes.
The fund's top stock holding, at 2%, is
VistaPrint(VPRT), a printing firm based in Hamilton, Bermuda, that targets its services to small businesses. The company uses 22 local Web sites and proprietary software to aggregate similar customer orders to achieve scale. VistaPrint's shares have jumped 17% this year. Janus Capital Management, a family of mutual funds, owns just over 10% of its shares, more than double that of the next largest investor.
Another top pick is
World Fuel Services(INT - Get Report), which sells aviation- and marine-fuel services to passenger, cargo and charter airlines, as well as corporate customers and the U.S. military. The company also extends credit and provides worldwide single-supplier aviation fuel, flight plans, weather reports and related services.
World Fuel Services garners three "buy" ratings and two "outperforms" from the five analysts who follow it, according to FactSet. The company has a market value of $2.4 billion, making it a small-cap, and its shares are up 0.2% this year and 31% over the past 12 months. It is the fund's fourth-largest stock holding at 1.9%.
Ritchie Bros. Auctioneers(RBA - Get Report), with $3 billion in market value, is the fund's second-biggest stock holding, at 2%. The Canadian firm, up 20% this year, is the world's largest auctioneer of industrial and agricultural equipment, with more than 110 locations in 25 countries. Morningstar analysts say "we think Ritchie Bros. Auctioneers will deliver impressive results over the next decade regardless of the strength of any economic recovery."