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Morningstar

Janus Henderson Balanced R JDBRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Janus Henderson Investment Hub

Morningstar’s Analysis JDBRX

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

  • People Pillar

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

A decent multi-asset strategy.

Associate Analyst Spencer Brown

Spencer Brown

Associate Analyst

Summary

Three experienced portfolio managers implement a sensible process at Janus Henderson Balanced, but two elements continue to give pause: The current leadership configuration has a limited record and turnover continues in the supporting analyst ranks. The fund earns a Morningstar Medalist Rating of Neutral.

by Spencer Brown
Rated on Published on

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