Janus Henderson Balanced Fund (JBALX) Research

The Janus Henderson Balanced Fund aims to achieve its financial goals by maintaining a diverse portfolio. It typically allocates between 35% and 65% of its total assets to stocks, with the remaining capital invested in bonds and liquid assets. A significant portion, at least 25% of its overall assets, is normally dedicated to senior fixed-income securities. The fund also has the flexibility to incorporate money market instruments. Its debt holdings can include both fixed and variable interest rate obligations with various maturities. To mitigate risk, the fund limits its investment in high-yield, speculative bonds to no more than 35% of its total fixed-income allocation.

Market snapshot

Symbol
JBALX
Price
$49.97
Day change
+0.91%
Market cap
$28.5B
52-week range
45.01-52.26
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Franklin Rising Dividends Fund (FRDPX)
  • Janus Henderson Research Fund (JNRFX)
  • Janus Henderson Research Fund (JRACX)
  • Janus Henderson Research Fund (JRAIX)
  • Janus Henderson Research Fund (JRANX)
  • Janus Henderson Research Fund (JRASX)
  • Parnassus Core Equity Fund (PRBLX)
  • T. Rowe Price Mid-Cap Growth Fund (RRMGX)

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