Janus Henderson Balanced Fund (JDBAX) Research

The Janus Henderson Balanced Fund aims to achieve its investment goals by typically allocating between 35% and 65% of its portfolio to stocks, with the remaining portion invested in bonds and cash. A minimum of 25% of its total capital is dedicated to senior fixed-income instruments. The fund also has the flexibility to hold money market instruments and can invest in debt with both fixed and floating interest rates, spanning a range of maturities. Importantly, its exposure to higher-risk, high-yield bonds is strictly limited to 35% of the fixed-income segment of its net assets.

Market snapshot

Symbol
JDBAX
Price
$49.72
Day change
+0.91%
Market cap
$28.5B
52-week range
44.79-52.03
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)

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