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From ABC News Online - Business on the Mutual Funds page

is this article on Janus Global Tech Fund (JAGTX):

Internet Boosts Janus' New Fund
A first peek at Janus' new Global Technology fund shows it's a true Janus fund - full of many of the same stocks found in the firm's other funds. But this mix is working better than the rest. It's Janus' top performer so far this year, up 41.8 percent, according to Lipper.

Fund manager Mike Lu isn't yet talking to the media about his portfolio, launched in December 1998. But the Janus style is evident in his stock picks so far. All but three of the fund's top 10 stocks at the end of February (the latest data available) show up on the top holdings lists of various other Janus funds at the end of March.

Two stocks in the Global Technology portfolio have helped to power the firm's hottest funds this year.
Internet navigator Excite soared 270 percent this year through Monday. Janus' Mercury, Special Situations and Olympus funds also benefited from the rise.

Exodus is up 173 percent year-to-date. The Web systems manager is also listed as a top stock in Janus' Enterprise and Venture portfolios at the end of March.

The latest sector information available for Global Technology shows semiconductors as its weightiest bet at 10 percent of assets at the end of March. Internet software is next at 7.8 percent, followed by telecommunications equipment at 7.4 percent.

Denver-based Janus is among the first fund groups to break out the Internet as its own industry when reporting portfolio information. Internet plays are an integral part of nearly all of the fund firm's stock portfolios.

Here is a
YTD Comparison chart on Janus Funds

JAMRX = Mercury
JASSX = Special Situations
JAGTX = Global Technology
JAOLX = Olympus
JAVLX = Twenty
JAVTX = Venture
JANSX = Janus
JAGLX = Global Life Sciences

…….Jen

-- posted by JenL_3

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» litab16 - Jen, thanks for info on Janus Global Technology

I've been watching it grow rapidly since inception on Decmber 31, 1998. I put my Janus Twenty profits from last year (which gained 73.1% in 1998) into the two new funds - Global Technology and Global Health Sciences. Janus has not been posting the portfolio. Even has a note on its site that they are deliberating holding back to give the new fund managers a chance to get established before they go public.

-- posted by litab16

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