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Janus Henderson Balanced Fund Class I (JBALX)

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48.54 +0.14    +0.29%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Janus Henderson
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.58B
Janus Balanced I 48.54 +0.14 +0.29%

Janus Henderson Balanced Fund Class I Overview

 
Find basic information about the Janus Henderson Balanced Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US47103C7048)
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Rating
1-Year Change18.25%
Prev. Close48.4
Risk Rating
TTM Yield1.95%
ROE40.68%
IssuerJanus Henderson
Turnover36%
ROA18.42%
Inception Date40000
Total Assets11.58B
Expenses0.66%
Min. Investment1,000,000
Market Cap466.98B
CategoryAllocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1024 1263 1122 1532 2295
Fund Return 13.44% 2.41% 26.26% 3.91% 8.91% 8.66%
Place in category 109 121 133 205 105 31
% in Category 17 19 19 33 20 8

Top Equity Funds by Janus Henderson

  Name Rating Total Assets YTD% 3Y% 10Y%
  Janus Research D 17.13B 28.08 9.04 14.22
  Janus Enterprise I 8.66B 13.43 4.63 12.56
  Janus Henderson Balanced Portfolio 8.6B 13.25 3.71 8.38
  Janus Enterprise N 6.89B 13.52 4.73 12.66
  Janus Research T 5.41B 27.94 8.93 14.11

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 109.12B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 54.71B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Advisor Balanced T 42.26B 13.34 4.20 8.90

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.65 414.80 +0.47%
  NVIDIA US67066G1040 4.88 141.35 -3.63%
  Apple US0378331005 3.70 229.38 +0.37%
  Alphabet C US02079K1079 2.70 166.71 -1.50%
  Amazon.com US0231351067 2.39 197.16 -0.61%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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