2 / 5 Stars
5 5 3 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#43 in Moderate Allocation
U.S. News evaluated 233 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 16.02 percent over the past year, 10.67 percent over the past three years, 12.12 percent over the past five years, and 8.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.8%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||12.1%|
|10 Years (Annualized)||8.4%|
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. The fund may also invest in foreign securities, which may include investments in emerging markets.
Fees are Above Average compared to funds in the same category.
Janus Balanced Fund has an expense ratio of 0.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.