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Morningstar

Janus Henderson Global Allocation Gr S JGCSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.98  /  0.59 %
  • Total Assets 214.0 Mil
  • Adj. Expense Ratio
    0.620%
  • 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 High / Moderate
  • Status Open
  • TTM Yield 0.75%
  • Turnover 32%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:34 PM GMT+00:00

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.

Summary

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Janus Henderson Global Allocation Gr S's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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