JDBRX Mutual Fund
JDBRX Mutual Fund
JDBRX Mutual Fund
Janus Henderson Balanced Fund Class R
JDBRX Mutual Fund Overview
JDBRX Mutual Fund (Janus Henderson Balanced Fund Class R) is managed by Janus Henderson Investors with $358.2M in net assets. JDBRX expense ratio is 1.32%, holding 776 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2009-07-06.
JDBRX performance shows a YTD return of 3.35%. The 1-year return is 8.65% and the 5-year return is 6.23%. JDBRX dividend yield stands at 7.87%, paid quarterly.
JDBRX top holdings include Nvidia Corp. (5.8%), Alphabet Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.7%), Apple, Inc (3.3%), Amazon.Com Inc (2.9%). Go to all JDBRX holdings, JDBRX sectors, or JDBRX dividends.
JDBRX can be compared against other funds. Use JDBRX overlap to find shared positions, or JDBRX vs another fund for a side-by-side view. JDBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.