Nasdaq - Delayed Quote USD

Janus Henderson Balanced D (JANBX)

45.95 +0.03 (+0.07%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • TradeStation Securities
  • Morgan Stanley - Brokerage Accounts
  • JPMorgan
  • Raymond James
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • Vanguard TF
  • Morgan Stanley Portfolio Management

Fund Summary

The fund pursues its investment objective by normally investing 35-70% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund may also invest in money market instruments. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yield/high-risk bonds to 35% of the fixed-income portion of its net assets.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Janus Henderson
Net Assets 24.26B
YTD Return 6.97%
Yield 1.91%
Morningstar Rating
Inception Date Jul 06, 2009

Performance & Risk

YTD Return 8.92%
5y Average Return 9.36%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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