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Morningstar

Janus Henderson Global Allc Cnsrv I JCAIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.91  /  0.55 %
  • Total Assets 147.7 Mil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.63%
  • Turnover 43%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:12 AM GMT+00:00

Morningstar’s Analysis JCAIX

Will JCAIX 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 JCAIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JCAIX 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 JCAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Janus Henderson Global Allc Cnsrv I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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