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 Other, Information Technology, Financials. Inception date: 2009-07-06.
JDBRX performance shows a YTD return of 2.74%. The 1-year return is 10.20% and the 5-year return is 6.78%. JDBRX dividend yield stands at 8.21%, paid quarterly.
JDBRX top holdings include Nvidia Corp. (5.8%), Alphabet Inc. C (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.7%), Apple, Inc (3.3%), Amazon.Com Inc (2.9%). View all JDBRX holdings, sector breakdown, or dividend history.
JDBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JDBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.