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Morningstar

Janus Henderson Balanced A JDBAX

Morningstar Analyst Rating
Analyst rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 39.84  /  0.58 %
  • Total Assets 22.7 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.90%
  • Turnover 79%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:33 PM GMT+00:00

Morningstar’s Analysis JDBAX

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

People Pillar

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.

Parent Pillar

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

Encouraging signs, but more time is needed to gain conviction.

Senior Analyst

Summary

| by Bobby Blue

An experienced team is still coming together on Janus Henderson Balanced, and its growth-leaning approach has been tested in the first part of 2022. Its Morningstar Analyst Rating remains Neutral across all share classes.

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