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 776 positions across sectors including Other, Information Technology, Financials. Inception date: 2009-07-06.
JBALX performance shows a YTD return of 3.85%. The 1-year return is 10.90% and the 5-year return is 7.48%. JBALX dividend yield stands at 8.75%, paid quarterly.
JBALX 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 JBALX holdings, sector breakdown, or dividend history.
JBALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.