Nasdaq - Delayed Quote USD
Janus Henderson Balanced Fund (JBALX)
45.30
-0.14
(-0.31%)
At close: 8:01:16 PM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- TradeStation Securities
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- JPMorgan
- SunGard Transaction Network
- Raymond James
- RBC Wealth Management-Network Eligible
- Morgan Stanley Consulting Group Advisor
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation MATC
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
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 | 25.08B |
| YTD Return | -2.05% |
| Yield | 2.03% |
| Morningstar Rating | |
| Inception Date | Jul 06, 2009 |
Performance & Risk
| YTD Return | -1.09% |
| 5y Average Return | 9.58% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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