Janus Balanced Fund Quote
| JABAX Fund | USD 45.17 0.05 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Janus Balanced is trading at 45.17 as of the 20th of March 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 45.22. Janus Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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
JANUS Mutual Fund Highlights
| Fund Concentration | Janus 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 Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Janus Balanced Fund [JABAX] is traded in USA and was established 20th of March 2025. 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 2.1% with the current yeild of 0.02%, while the total return for the last 3 years was 6.97%.
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
| AMGN | Amgen Inc | Stock | Health Care | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| CME | CME Group | Stock | Financials | |
| ACN | Accenture plc | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| MO | Altria Group | Stock | Consumer Staples |
Janus Balanced Risk Profiles
| Mean Deviation | 0.5453 | |||
| Standard Deviation | 0.6984 | |||
| Variance | 0.4878 | |||
| Risk Adjusted Performance | (0.07) |
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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