Janus Henderson Balanced Fund Class S (JABRX) Research
The Janus Henderson Balanced Fund Class S typically allocates its capital by investing between 35% and 65% in equity securities. The remaining portion of its portfolio is then dedicated to fixed-income investments and highly liquid cash equivalents. A significant portion, specifically at least 25% of its total assets, is generally directed towards senior fixed-income instruments. The fund also maintains the flexibility to invest in money market instruments. Its fixed-income holdings may encompass both fixed-rate and floating-rate obligations, which can feature diverse maturities. Importantly, the fund imposes a cap on its exposure to high-yield or higher-risk bonds, limiting such investments to a maximum of 35% of its overall fixed-income allocation.
Market snapshot
- Symbol
- JABRX
- Price
- $49.70
- Day change
- +0.89%
- Market cap
- $28.5B
- 52-week range
- 44.77-52.02
- 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 Class C (JABCX)
- Janus Henderson Balanced Fund - N Shares (JABNX)
- 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 S (JABRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.