JBALX Mutual Fund
JBALX Mutual Fund
JBALX Mutual Fund
Janus Henderson Balanced Fund Class I
JBALX Mutual Fund Overview
JBALX Mutual Fund (Janus Henderson Balanced Fund Class I) is managed by Janus Henderson Investors. JBALX expense ratio is 0.67%, holding 765 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-07-06.
JBALX performance shows a YTD return of 5.25%. The 1-year return is 9.62% and the 5-year return is 6.90%. JBALX dividend yield stands at 8.38%, paid quarterly.
JBALX top holdings include Nvidia Corp (5.8%), Microsoft Corp (4.4%), Alphabet Inc. C (4.1%), Us Treas Nts 4.375% 07/31/31 (3.7%), Janus Henderson Cash Liquidity Fund Llc Funds (3.3%). Go to all JBALX holdings, JBALX sectors, or JBALX dividends.
JBALX can be compared against other funds. Use JBALX overlap to find shared positions, or JBALX vs another fund for a side-by-side view. JBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.