2 / 5 Stars
5 5 4 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#99 in Moderate Allocation
U.S. News evaluated 249 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.33 percent over the past year, 10.15 percent over the past three years, 12.63 percent over the past five years, and 8.11 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.5%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||8.1%|
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. Fixed-income securities may include corporate debt securities, U.S. government obligations, mortgage-backed securities and other mortgage-related products, and short-term securities.
Fees are Above Average compared to funds in the same category.
Janus Balanced Fund has an expense ratio of 0.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.