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Fund Intelligence | Best Managers | JABRX Insights | JABRX Score | JABRX Performance | JABRX Manager | JABRX News | JABRX Allocation | JABRX Holdings Change

Mutual Fund Insights: Janus Balanced S Fund (JABRX)

In-depth Analysis of Janus Balanced S Fund (JABRX)

Mutual fund chart: Janus Balanced S Fund (JABRX)

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See Janus Balanced S Fund (JABRX) performance details as of January 31, 2010

  

    Last Trade: $25.37 on 3/18/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Janus Balanced S Fund (JABRX) (alpha release)

  

Fund Manager - Gibson Smith

Fund Manager Tenure: 4.9 years   [Similar Funds: JABAX  JABCX  JABLX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Smith is co-chief investment officer of Janus Capital and co-portfolio manager of Janus Adviser High-Yield fund, which he has managed or co-managed since May 2007. Smith is also portfolio manager of other Janus accounts. He joined Janus Capital in 2001 as a fixed-income analyst.  Get more insights on Gibson Smith

  

What we like about Janus Balanced S Fund (JABRX) What we like about Janus Balanced S Fund (JABRX)

Data for Janus Balanced S Fund (JABRX) as of January 31, 2010

  • Janus Balanced S Fund (JABRX) management has been with Janus Balanced S Fund for 4.9 years
  • Janus Balanced S Fund (JABRX) has good mid-term performance (3-year return 3.74% vs -2.95% Moderate Allocation category average)
  • Janus Balanced S Fund (JABRX) has good Long-term performance (5-year return 6.32% vs 1.92% Moderate Allocation category average)
  • Janus Balanced S Fund (JABRX) has a Morningstar rating of 4 and above
  • Janus Balanced S Fund (JABRX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.08, lower than category average of 14.84

  

What we are cautious about Janus Balanced S Fund (JABRX) What we are cautious about Janus Balanced S Fund (JABRX)

Data for Janus Balanced S Fund (JABRX) as of January 31, 2010

  • Janus Balanced S Fund (JABRX) has a less-than-ideal short-term performance (1-year return 23.09% vs 27.80% Moderate Allocation category average)
  • Janus Balanced S Fund (JABRX) has an annual stock turnover rate of 158.00% that is higher than the Moderate Allocation average of 87.10%. This could mean Janus Balanced S is more nimble, but also signal potential high tax impact and high trading fees
  • Janus Balanced S Fund (JABRX) has a higher management fee of 1.11% than its Moderate Allocation average of 1.02%
  • Even though Janus Balanced S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Janus Balanced S Fund (JABRX) performance details as of January 31, 2010

  

  

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Janus Balanced S Fund (JABRX) Net Asset

Track net asset change of Janus Balanced S fund (JABRX)

DateNet Asset
01/2010$557.15M
11/2009$540.32M
10/2009$498.36M
More historic net asset information on Janus Balanced S Fund (JABRX)

  

Janus Balanced S Fund (JABRX) Portfolio Allocation

Track portfolio allocation change of Janus Balanced S fund (JABRX)

DateCashStockBondOther
09/20093.37%57.99%38.05%0.58%
06/20091.33%51.98%46.09%0.59%
03/200910.71%34.06%51.12%4.11%
Click here to see more historic asset allocation information on Janus Balanced S Fund (JABRX)

  

Most Recent Top 10 Holdings in Janus Balanced S Fund (JABRX)

Discover what Janus Balanced S Fund (JABRX) manager is buying

30-Sep-09
US Treasury Note [2.4%]
US Treasury Note 2.25% [2.07%]
Inbev [1.93%]
ENCANA CORP [1.91%]
US Treasury Note [1.82%]
PHILIP MORRIS INTL [1.76%]
Reckitt Benck Grp [1.74%]
MORGAN STANLEY [1.7%]
Apple Inc. [1.6%]
Oracle Corporation [1.6%]

30-Jun-09
US Treasury Note [2.4%]
US Treasury Note 2.25% [2.07%]
Inbev [1.93%]
ENCANA CORP [1.91%]
US Treasury Note [1.82%]
PHILIP MORRIS INTL [1.76%]
Reckitt Benck Grp [1.74%]
MORGAN STANLEY [1.7%]
Apple Inc. [1.6%]
Oracle Corporation [1.6%]

31-Mar-09
US Treasury Note [3.96%]
US Treasury Note [2.86%]
US Treasury Note [2.73%]
US Treasury Note [2.63%]
Fnma 30 Yr Conventional 30yr 5.0% [2.46%]
Fnma 30 Yr Conventional 30yr 4.5% [2.35%]
Anheuser-Busch Inbev Sa, Bruxelles [1.87%]
US Treasury Note [1.73%]
Roche Holding AG [1.53%]
Nestle [1.49%]
Click here for Stock Holding Change Map in Janus Balanced S Fund (JABRX)

  

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