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Morningstar

Janus Henderson VIT Balanced Instl JABLX

Morningstar Analyst Rating
Quantitative rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 42.23  /  0.73 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.24%
  • Turnover 56%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis JABLX

Will JABLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JABLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JABLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of JABLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Janus Henderson VIT Balanced Instl's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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