Janus Henderson Balanced Fund
JDBRX
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- Janus Henderson Balanced Fund (JDBRX) is an open-end mutual fund managed by Janus Henderson Investors that seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund employs a dynamic asset allocation strategy, typically maintaining between 35% and 70% in high-conviction large-cap growth equities paired with an active intermediate-term bond strategy; it invests primarily in U.S. stocks (around 62%), U.S. bonds (around 34%), cash, and minor non-U.S. bond exposure, with top sectors including technology, financial services, and healthcare. Managed by Jeremiah Buckley since 2015, Michael Keough since 2019, and Greg Wilensky since 2020, the fund features a net expense ratio of 1.31%, daily pricing, and a minimum initial investment of $2,500, available to U.S. investors through retirement share classes. Janus Henderson Investors, the fund's manager, operates globally with offices in over 18 locations across the Americas, Europe, and Asia-Pacific; the firm resulted from the 2017 merger of Janus Capital Group (founded 1969 in Denver, Colorado) and Henderson Global Investors (roots in 1934, London-based). Headquartered in London with significant U.S. operations in Denver, Janus Henderson manages approximately $350 billion in assets, offering a broad range of products including equities, fixed income, multi-asset solutions, ETFs, alternatives, and investment trusts to individual investors, financial intermediaries, and institutions. Recent developments at Janus Henderson include the October 2024 acquisition of Victory Park Capital Advisors, LLC, a Chicago-based global private credit manager with $6 billion in assets under management, enhancing the firm's securitized credit and private markets capabilities. In March 2025, the firm launched the Janus Henderson Anemoy Treasury Fund, a tokenized fund achieving top ratings, expanding into innovative treasury products. Additionally, in October 2025, Janus Henderson confirmed receipt of a non-binding acquisition proposal from Trian Fund Management and General Catalyst at $46 per share, prompting formation of a special committee for evaluation.