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Janus Henderson Global Allocation Gr S JGCSX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 12.70  /  −0.16 %
  • Total Assets 236.4 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.04%
  • Turnover 35%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:21 PM GMT+0

Morningstar’s Analysis JGCSX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Janus Henderson Global Allocation Gr S to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JGCSX

More JGCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Janus Henderson Strategic Income P

9.21 21.2 Mil
—

JH Adaptive Risk Mgd U.S. Eq N

8.57 19.8 Mil
—

Janus Henderson Overseas N

8.08 18.6 Mil
—

Janus Henderson Growth And Income N

6.32 14.6 Mil
—

Janus Henderson Emerging Markets N

6.21 14.3 Mil
—

Janus Henderson Global Equity Income N

6.20 14.3 Mil
—

Janus Henderson Adaptive Global Allc N

5.50 12.7 Mil
—

Janus Henderson Forty N

5.23 12.1 Mil
—

Janus Henderson Contrarian N

4.95 11.4 Mil
—

MAXIS JP Proac Invmt Phys&HC 200 Idx ETF

4.94 11.4 Mil
—