Back to top
more

Janus Henderson Balanced Fund - I Shares: (MF: JBALX)

(NASDAQ Mutual Funds) As of May 13, 2026 05:51 PM ET

$49.26 USD

+0.23 (0.47%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for JBALX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Fund Description

Incepted in September 1993, this fund is managed by Janus Group. The objective of the fund is to seek long-term growth of capital consistent with preservation of capital and balanced by current income. The fund primarily invest 40%-60% of assets in securities selected for growth potential and 40%-60%of assets in securities selected for income potential. This fund normally invests at least 25% of its assets in fixed-income senior securities. The fund offers dividends in September and December. The fund offers capital gains annually in December.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Janus Henderson Balanced I JBALX NA NA 0.00 0.00 0.55 0.67

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Janus Balanced D JANBX 49.01 9/1/1992 1.72 18.17 13.14 7.42
Janus Balanced S JABRX 48.79 5/1/1997 1.37 17.72 12.71 7.03
Janus Balanced C JABCX 48.04 9/30/2002 0.91 17.15 12.12 6.46
Janus Balanced A JDBAX 48.80 10/1/2004 1.55 17.92 12.92 7.22
Janus Balanced I JBALX 49.26 11/30/2005 1.74 18.18 13.17 7.46
Janus Balanced R JDBRX 48.36 10/1/2004 1.15 17.44 12.44 6.76
Janus Balanced T JABAX 48.92 11/16/1992 1.61 18.04 13.01 7.30
Janus Balanced N JABNX 48.97 5/31/2012 1.84 18.30 13.28 7.56

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Janus Henderson Balanced I JBALX 2500 0 500 Q

Contact Information

Family Janus Fund
Address PO Box 55932
Boston, MA 02205-5932
Phone 800 525-3713