Janus Balance Fund

The Janus Balance Fund (JDBAX) is a fund that diversely invested in large growth stocks and medium interm bonds. The fund managers since 2005 have been Marc Pinto and Gibson Smith. This team search for corporations that are transforming their capital structure to reduce their expenditures to leverage a net positive return for their business.

 The breakdown of the investments is 59.24% in common stocks with 30.84% in corporate bonds and 8.97% in US treasury bonds with the remainder in cash.

The leading sectors where the investments are located in are Industrials with 26.24%, Financial with 18.76%, Information Technology with 11.99%, Consumer Staples at 9.24% and the US government at 9.06%. The regions of the world were the assets are from include domestic at 77.90%, Europe at 12.06%, Canada at 5.89%, Latin America with 2.41%, Asia with 0.99%, Australia with 0.43%. 

There are a total of 77 different stocks in the assets with 245 bonds with an annualized turnover rate of 158%.

The volatility measures of this fund are a Beta at 0.50, the R squared at 0.84 and the standard deviation at 10.95. The expense ratio of this fund is at 0.89% The YTD performance of this fund as of May 14, 2010 was 0.29%. The one year return on April 30, 2010 was 24.92% and the 5 year return was 7.97%.

The minimum investment to join this fund is $2,500. Morningstar rates this fund as a low risk fund with high returns and is rated with 5 stars over the past 5 years.

This is just one of many of the Janus Mutual Funds this team is guiding of which all are profitable. The Janus Balance Fund (JDBAX) is diverse and profitable, but is not a get rich fund.

For additional resources about mutual funds on this website, please view Best Janus Mutual Funds.

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