Janus Henderson Balanced Fund Class C (JABCX) Research

This fund generally aims to achieve its investment targets by allocating 35% to 65% of its capital to equity holdings, with the remainder placed in debt instruments and highly liquid assets. A minimum of 25% of its total assets is typically directed into higher-ranking, fixed-income securities. The portfolio also retains the option to invest in short-term money market instruments. It can acquire both fixed and variable interest rate obligations that carry a diverse range of maturities. Additionally, the fund restricts its exposure to speculative-grade, high-yield bonds to no more than 35% of the debt component of its net assets.

Market snapshot

Symbol
JABCX
Price
$48.90
Day change
+0.89%
Market cap
$28.3B
52-week range
44.05-51.27
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
  • Janus Henderson Balanced Fund - T Shares (JABAX)
  • 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 Class C (JABCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.