Janus Balanced Fund Quote

JABAX Fund  USD 48.70  0.24  0.50%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Janus Balanced is trading at 48.70 as of the 26th of November 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 48.46. Janus Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Janus Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. More on Janus Balanced Fund

Moving together with Janus Mutual Fund

  0.94JRAAX Janus ResearchPairCorr
  0.94JRACX Janus ResearchPairCorr
  0.94JRAIX Janus ResearchPairCorr
  0.94JRANX Janus ResearchPairCorr
  0.94JRARX Janus Henderson ResearchPairCorr
  0.94JRASX Janus ResearchPairCorr

Moving against Janus Mutual Fund

  0.54JADFX Janus Flexible BondPairCorr
  0.53JAFIX Janus Flexible BondPairCorr
  0.51JAFLX Flexible Bond PortfolioPairCorr

Janus Mutual Fund Highlights

Fund ConcentrationJanus Henderson Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Janus Henderson, Large Growth, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Janus Balanced Fund [JABAX] is traded in USA and was established 26th of November 2024. Janus Balanced is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Janus Henderson family. This fund currently has accumulated 23.11 B in assets under management (AUM) with no minimum investment requirementsJanus Balanced is currently producing year-to-date (YTD) return of 16.13% with the current yeild of 0.02%, while the total return for the last 3 years was 4.17%.
Check Janus Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Janus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Janus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Janus Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Janus Balanced Fund Mutual Fund Constituents

AMGNAmgen IncStockHealth Care
COSTCostco Wholesale CorpStockConsumer Staples
CMECME GroupStockFinancials
ACNAccenture plcStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
MOAltria GroupStockConsumer Staples
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Janus Balanced Risk Profiles

Janus Balanced Against Markets

Other Information on Investing in Janus Mutual Fund

Janus Balanced financial ratios help investors to determine whether Janus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Janus with respect to the benefits of owning Janus Balanced security.
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