Special Advisors to the Investment Committee
Janus Funds, Retired
Scott Schoelzel was the Portfolio Manager of the Janus Twenty and Janus Forty Funds for over ten years, with combined assets in excess of $30 billion.
During the ten-year period beginning January 1, 1998 and ending on December 31, 2007, the Janus Twenty fund returned 169.74%. The Janus Forty returned 243.11%. During that same time, the S&P 500 returned 77.54%. This performance placed both funds in the top 1% of all large cap growth funds for each of the 1, 2, 5, and 10-year periods according to Lipper Analytical Services, and earned Morningstar’s highest designation as a “5 star” fund for each of these periods as well.
In addition to the Janus Twenty and Forty, Scott also managed a variety of publicly-traded mutual funds and institutional accounts for such clients as Sun America, Travelers, Merrill Lynch, Northwest Mutual, Great West Life, and Children’s Hospital Colorado.
Mutual Fund magazine named Scott its Portfolio Manager of the Year in 1998, and he was an honorable mention candidate for the same honor for Morningstar in 2007.