JBALX Mutual Fund

JBALX Mutual Fund (Janus Henderson Balanced Fund Class I) is managed by Janus Henderson Investors with $12.74B in net assets. 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 3.94%. The 1-year return is 4.04% and the 5-year return is 6.43%. JBALX dividend yield stands at 1.82%, 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.