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

(NASDAQ Mutual Funds) As of Aug 29, 2025 08:00 PM ET

$50.11 USD

-0.28 (-0.56%)

Zacks MF Rank

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

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3-Hold of 5     3    

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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

Hold 3
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 50.10 9/1/1992 1.79 13.73 11.30 9.39
Janus Balanced C JABCX 49.16 9/30/2002 0.98 12.70 10.28 8.40
Janus Balanced S JABRX 49.89 5/1/1997 1.45 13.32 10.89 8.99
Janus Balanced A JDBAX 49.90 10/1/2004 1.62 13.50 11.09 9.19
Janus Balanced I JBALX 50.11 11/30/2005 1.81 13.76 11.33 9.43
Janus Balanced R JDBRX 49.48 10/1/2004 1.24 13.01 10.60 8.72
Janus Balanced T JABAX 50.01 11/16/1992 1.69 13.60 11.18 9.27
Janus Balanced N JABNX 50.07 5/31/2012 1.90 13.88 11.44 9.53

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Janus Henderson Balanced I JBALX 1000000 0 0 Q

Contact Information

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