Mutual Funds that Make the Grade


Q: How do you view the near-term performance of Janus laggards such as Twenty (JAVLX ) and Worldwide (JAWWX )?

A: On the Janus Twenty fund, investors have to be aware that this is a very concentrated portfolio. Contrary to its name, it has more than 20 holdings -- it has somewhere between 30 and 35 holdings. It's a relatively high-risk, large-cap growth portfolio but has performed well in the past. But you should expect volatility when holding this fund in your overall portfolio.

The Janus Worldwide fund is also an international growth fund with moderate risk, but investors should be aware that there has been a recent manager change. One of the managers has been with the fund since 1991, but the lead manager has recently left the fund but is still involved with Janus management.

Q: Any international funds worth considering? What about Tweedy Browne Global Value ("/>)?

A: Templeton Foreign fund (TEMFX ) is one that S&P has reviewed both quantitatively and qualitatively. It has performed well over the three-year period, outperforming its peers over that time period. Its five-year peformance is also strong, at 3.3%, vs. its peers with -3%. Tweedy Browne Global Value fund is listed as a global fund. However, it only has 11% in U.S. stocks, but it's also holding 11% in U.S. cash, and the rest is diversified throughout Switzerland, the Netherlands, and Britain. This has a 10-year overall ranking from S&P of 5-STARS, and it has outperformed its peer group o


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