Janus Henderson Global Allocation Mod C 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.
Janus Henderson Global Allocation Fund - Moderate Class C JMOCX
- NAV / 1-Day Return 14.08 / −0.28 %
- Total Assets 215.3M
-
Adj. Expense Ratio
1.690%
- Expense Ratio 1.200%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.18%
- Turnover 37%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis JMOCX
Will JMOCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the JMOCX 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 JMOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 86.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Janus Henderson Overseas N | 12.49 | 26M | — |
iShares Core International Aggt Bd ETF | 11.82 | 25M | — |
Janus Henderson Flexible Bond N | 11.53 | 24M | — |
iShares Core MSCI Emerging Markets ETF | 10.84 | 23M | — |
Janus Henderson Developed World Bond N | 9.08 | 19M | — |
Janus Henderson Research N | 6.75 | 14M | — |
Janus Henderson Growth And Income N | 6.55 | 14M | — |
Janus Henderson Enterprise N | 6.41 | 14M | — |
Janus Henderson European Focus N | 5.78 | 12M | — |
JH Adaptive Risk Mgd U.S. Eq N | 5.45 | 11M | — |
United States