Despite a strong start, the managers on Janus Henderson Balanced have a limited track record working together and executing a multi-asset strategy. The Morningstar Analyst Rating remains Neutral while they build out more experience.
Will JDBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JDBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JDBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.