Janus Henderson Balanced Fund - T Shares (JABAX) Research

This fund typically allocates between 35% and 65% of its capital to stocks, with the remaining portion invested in bonds and cash equivalents to achieve its objectives. A minimum of 25% of its total assets will generally be held in senior fixed-income instruments. The fund also has the discretion to invest in money market tools and commercial debt. It may acquire both fixed-rate and floating-rate debt instruments with diverse maturities. Furthermore, holdings in speculative, high-yield bonds are restricted to 35% of the fund's overall fixed-income allocation.

Market snapshot

Symbol
JABAX
Price
$49.84
Day change
+0.89%
Market cap
$28.5B
52-week range
44.9-52.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
  • Janus Henderson Balanced Fund Class C (JABCX)
  • Janus Henderson Balanced Fund - N Shares (JABNX)
  • Janus Henderson Balanced Fund Class S (JABRX)
  • Janus Henderson Research Fund - T Shares (JAMRX)
  • Janus Henderson Research Fund Class A (JRAAX)
  • Janus Henderson Research Fund Class R (JRARX)
  • Parnassus Core Equity Fund - Institutional Shares (PRILX)

Open Janus Henderson Balanced Fund - T Shares (JABAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.