Janus Henderson Global Allocation Fund - Moderate

Janus Henderson Global Allocation Fund - Moderate

JMOSX
Janus Henderson Global Allocation Fund - ModerateUS flagNASDAQ
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USD
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Capital Structure

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Working Capital

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Growth Rates

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Quarterly Revenue

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Quarterly Earnings Per Share

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Quarterly Dividends Per Share

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Company Description

APIChatGPT
Sector
Financial Services
Industry
Asset Management - Global
Address
Denver CO 80206 Denver CO United States of America 80206
IPO Date
Jul 6, 2009
Business
Janus Henderson Global Allocation Fund - Moderate (JMOSX) is a fund-of-funds managed by Janus Henderson Investors that seeks total return through a combination of capital growth and income by investing primarily in other Janus Henderson mutual funds and exchange-traded funds (ETFs). The fund provides broad global diversification across asset classes, including equities, fixed income, and alternatives, targeting an allocation of 45% to 65% equities, 30% to 45% fixed income, and 5% to 20% alternatives under normal market conditions; it employs large-cap blend stock styles, mid-credit quality bonds with moderate interest-rate sensitivity, and exposure to issuers economically tied to countries worldwide, categorized in the Morningstar Global Moderate Allocation segment. Core offerings encompass actively-managed strategies drawn from Janus Henderson's investment groups, such as global and regional equities (U.S., Europe, Asia Pacific, emerging markets), fixed income (investment grade, high yield, mortgage-backed, asset-backed securities, short duration, emerging market debt), multi-asset solutions, and liquid alternatives including multi-strategy, commodities, and trend following; the fund holds approximately 20 positions with a portfolio turnover of 37% and total net assets around $200 million across its share classes. It serves moderate-risk investors seeking higher risk-adjusted returns than broad markets through defined diversification and the firm's proprietary expertise. Janus Henderson Investors, the fund's manager, was formed in 2017 through the merger of Janus Capital Group (founded 1969 in Denver, Colorado) and Henderson Global Investors (roots in 1934, London), with current headquarters at 151 Detroit Street, Denver, Colorado, and operations across 25 global offices serving institutional clients, financial advisors, and individuals in over 60 million people worldwide. The firm manages $483.8 billion in assets as of September 30, 2025, with investment professionals exceeding 350, focusing on equities ($254.2 billion AUM), fixed income ($153.1 billion), multi-asset ($58.0 billion), and alternatives ($18.5 billion). Recent developments include a strategic partnership with The Guardian Life Insurance Company of America to manage a $45 billion fixed income portfolio and develop multi-asset solutions using advanced analytics; launches of new ETFs such as the Janus Henderson Asset-Backed Securities ETF (JABS), Transformational Growth Equities ETF (JXX), and the Anemoy Treasury Fund in March 2025, which received top tokenized fund ratings; and expansions in active ETFs in Europe alongside acquisitions in private credit, infrastructure, and platforms like Victory Park Capital and NBK Capital Partners to enhance illiquid asset capabilities. Portfolio management saw Nicholas Harper join as co-manager on June 7, 2024, alongside Ashwin Alankar (since 2014). These initiatives reflect Janus Henderson's focus on innovation, tokenization, and growth in fixed income and alternatives amid a projected $1 trillion European ETF market by 2030.