Morningstar

Janus Henderson Balanced T JABAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Janus Henderson Investment Hub

Morningstar’s Analysis JABAX

Will JABAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JABAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JABAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JABAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A US-focused balanced fund to put on your watchlist.

Director Jason Kephart

Jason Kephart

Director

Summary

A trio of experienced managers have guided Janus Henderson Balanced to a stellar track record over their tenure. But we continue to have concerns over analyst turnover and how well the managers can adapt when their strategy isn’t in favor. Still, this strategy is worth keeping an eye on.

by Jason Kephart
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