JDBAX

About JDBAX

Janus Henderson Balanced Fund Class A is a diversified mutual fund designed to pursue long-term capital growth while seeking to preserve capital and provide current income. The fund follows a balanced approach, typically allocating between 35% and 65% of its assets to equity securities, with the remainder invested in fixed-income securities and cash equivalents. This blend allows the fund to participate in the growth potential of equities while mitigating risk through income-generating bonds, offering investors a hybrid strategy for both capital appreciation and stability. Notably, the fund maintains a disciplined investment process, focusing on high-quality growth equities and investment-grade or high-yield bonds, with strict limits on exposure to riskier fixed-income assets. With a portfolio that spans technology, financial services, healthcare, and consumer sectors, Janus Henderson Balanced Fund Class A provides broad exposure to leading U.S. and international companies. Its experienced management team and flexible equity allocation—ranging from 40% to 70%—enable adaptive positioning in shifting market environments. The fund plays a notable role in the moderate allocation category, serving investors seeking a core holding that combines growth and income with a lower risk profile relative to equity-only funds.