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Morningstar

Janus Henderson Global Allocation Mod C JMOCX

Morningstar Medalist Rating
Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 11.14  /  0.91 %
  • Total Assets 171.3 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:36 PM GMT+0

Morningstar’s Analysis JMOCX

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

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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Janus Henderson Global Allocation Mod C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JMOCX

More JMOCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 24
  • % Assets in Top 10 Holdings 70.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEXT FUNDS Nomura Entpr Val Allc Idx ETF

23.17
41,184,632
—

Janus Henderson Flexible Bond N

7.76
13,798,478
—

JH Adaptive Risk Mgd U.S. Eq N

6.07
10,780,355
—

Janus Henderson Overseas N

5.73
10,192,844
—

Janus Henderson Adaptive Global Allc N

5.56
9,890,732
—

Janus Henderson Growth And Income N

5.16
9,165,867
—

Janus Henderson Emerging Markets N

4.82
8,558,653
—

Janus Henderson Global Equity Income N

4.41
7,831,935
—

Janus Henderson Forty N

3.81
6,763,185
—

Janus Henderson Contrarian N

3.66
6,496,359
—