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Morningstar

Janus Henderson Global Allocation Mod I JMOIX

Morningstar Analyst Rating
Quantitative rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 11.53  /  0.61 %
  • Total Assets 187.6 Mil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.75%
  • Turnover 43%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:33 PM GMT+00:00

Morningstar’s Analysis JMOIX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Janus Henderson Global Allocation Mod I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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