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Janus Henderson Balanced Fund Class A (JDBAX)
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51.74
+0.57
+1.11%
10/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.59B
Janus Balanced A
51.74
+0.57
+1.11%
- Overview
- Profile
- Historical Data
- Holdings
JDBAX Overview
Find basic information about the Janus Henderson Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JDBAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change4.86%
Prev. Close51.17
Risk Rating
TTM Yield1.52%
ROE41.84%
IssuerJanus Henderson
Turnover32%
ROA20.29%
Inception Date40000
Total Assets2.59B
Expenses0.89%
Min. Investment2,500
Market Cap595.67B
CategoryAllocation - - 50% to 70% Equity
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1148 | 1053 | 1168 | 1545 | 1626 | 2537 |
| Fund Return | 14.84% | 5.26% | 16.76% | 15.62% | 10.2% | 9.76% |
| Place in category | 77 | 210 | 57 | 85 | 141 | 32 |
| % in Category | 11 | 46 | 10 | 17 | 31 | 12 |
Top Equity Funds by Janus Henderson
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Janus Research D | 19.96B | 21.28 | 32.54 | 15.88 | ||
| Janus Balanced I | 12.78B | 15.02 | 15.87 | 10.03 | ||
| Janus Enterprise I | 10.02B | 5.76 | 13.18 | 12.36 | ||
| Janus Henderson Balanced Portfolio | 9B | 14.89 | 15.62 | 9.76 | ||
| Janus Enterprise N | 6.96B | 5.85 | 13.29 | 12.46 |
Top Funds for Allocation--50% to 70% Equity Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 122.5B | 16.04 | 16.02 | 9.49 | ||
| Vanguard Wellington Admiral | 107.48B | 12.97 | 16.84 | 10.19 | ||
| American Funds American Balanced R6 | 61.76B | 16.36 | 16.38 | 9.83 | ||
| Vanguard Balanced Index Adm | 49.82B | 13.27 | 15.36 | 9.34 | ||
| Fidelity Balanced | 42.99B | 14.38 | 17.48 | 10.91 |
Top Holdings
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 6.22 | 199.05 | +5.79% | |
| Microsoft | US5949181045 | 5.67 | 506.00 | +1.85% | |
| Amazon.com | US0231351067 | 3.24 | 248.40 | +1.63% | |
| Alphabet C | US02079K1079 | 3.04 | 290.59 | +3.89% | |
| US Treasury Note 3.625% | - | 3.04 | - | - |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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