Morningstar

Janus Henderson Global Allocation Fund - Moderate Class A JMOAX

Morningstar Medalist Rating
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Medalist Rating as of See Janus Henderson Investment Hub
  • NAV / 1-Day Return $14.00  /  −0.78 %
  • Fund Size $209.6M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.55%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis JMOAX

Will JMOAX outperform in the 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 JMOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Janus Henderson Global Allocation Mod A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings JMOAX

More JMOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Janus Henderson Overseas N

10.93 23M
—

iShares Core International Aggt Bd ETF

10.38 22M
—

Janus Henderson Flexible Bond N

9.99 21M
—

Janus Henderson Growth And Income N

8.50 18M
—

iShares Core MSCI Emerging Markets ETF

8.30 18M
—

Janus Henderson Enterprise N

8.18 17M
—

Janus Henderson Research N

7.95 17M
—

Janus Henderson Developed World Bond N

7.76 17M
—

JH Adaptive Risk Mgd U.S. Eq N

5.49 12M
—

Janus Henderson European Focus N

5.42 12M
—

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