Janus Henderson Balanced Fund
JBALX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Denver CO 80206 Denver CO United States of America 80206
- IPO Date
- Nov 30, 2005
- CIK
- 0000277751
- Website
- janushenderson.com
- Similar Companies
- Business
- Janus Henderson Balanced Fund (JBALX) is a mutual fund managed by Janus Henderson Investors that seeks capital appreciation and current income by investing primarily in a diversified portfolio of equities and fixed-income securities. The fund allocates approximately 50-70% of its assets to common stocks, preferred stocks, and convertible securities selected for growth potential; 30-50% to investment-grade and high-yield bonds, U.S. government securities, and money market instruments; and may include derivative instruments for hedging and efficient portfolio management. It emphasizes a balanced approach with a focus on quality companies across market capitalizations, utilizing fundamental analysis and proprietary risk models to optimize risk-adjusted returns. Janus Henderson Investors, the fund's sponsor, provides a range of investment solutions including equity strategies, fixed income, multi-asset, and alternatives; serves institutional, retail, and high-net-worth clients; and operates globally with offices in North America, Europe, Asia-Pacific, and Latin America. Headquartered in London, United Kingdom, with major U.S. operations in Denver, Colorado, the firm resulted from the 2017 merger of Janus Capital Group (founded 1969) and Henderson Group (founded 1934), creating a global asset manager with over $400 billion in assets under management as of late 2025. The firm targets diversified markets including developed and emerging economies, with key segments in sustainable investing and retirement solutions. Recent developments include the continued integration of ESG factors into portfolio construction across funds like JBALX following the firm's 2024 sustainability framework update; expansion through strategic hires in quantitative research amid 2025 market volatility; and a partnership with BlackRock announced in mid-2025 to enhance fixed-income liquidity tools, improving operational efficiency for balanced strategies. In 2025, Janus Henderson launched enhanced share classes for JBALX incorporating lower-fee institutional options to attract more retirement plan allocations. No major reorganizations or name changes have occurred, though the firm has pursued organic growth via ETF conversions in its multi-asset lineup.