Janus Henderson Balanced Fund (JDBRX) Research

This fund aims to meet its investment goals by typically allocating 35-65% of its assets to stocks, with the rest distributed among bonds and cash equivalents. A minimum of 25% of its total holdings are usually dedicated to higher-priority fixed-income instruments. The portfolio may also include short-term money market instruments, as well as both fixed and variable-rate debt with diverse maturities. Exposure to speculative, high-yield bonds is strictly limited to 35% of the fund's overall fixed-income allocation.

Market snapshot

Symbol
JDBRX
Price
$49.25
Day change
+0.90%
Market cap
$28.3B
52-week range
44.36-51.61
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 (JDBRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.