Janus Henderson Balanced Fund

JANUS INVESTMENT FUND · Series S000010464 · 8 share classes

Equity fund · 66% stocks· rate + credit risk filed
One fund, 8 share classes:JABAXJDBAXJABCXJBALXJDBRXJABRXJANBXJABNX
$26.31B NAV
776 positions · as of 2026-03-31 · filed 2026-05-29
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

Janus Henderson Balanced Fund seeks long-term capital growth, consistent with preservation of capital and balanced by current income.

Strategy · summarised

The fund allocates 35–70% to equities selected through bottom-up fundamental analysis of revenue growth, returns on capital, and balance sheet strength, with the remainder in fixed-income securities and cash. Fixed-income selection uses research-driven top-down and bottom-up analysis incorporating quantitative models and ESG factors deemed financially material. The fund limits high-yield bonds to 35% of its fixed-income holdings and may use derivatives, including index credit default swaps, for hedging and return enhancement.

Expenses
0.57% 1.63%across 8 share classes
Share classExpense ratio
JABAX0.82%
JDBAX0.89%
JABCX1.63%
JBALX0.67%
JDBRX1.32%
JABRX1.07%
JANBX0.69%
JABNX0.57%

Portfolio turnover 75.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

102.21%
of net assets
Stocks66.30%
Securitized19.97%
Bonds15.20%
Loans0.88%
Cash & short-term0.01%
Derivatives-0.14%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 110 new68 exited

Largest new: Janus Henderson Cash Liquidity Fund LLC, United States Treasury Notes, Federal National Mortgage Association, United Kingdom of Great Britain and Northern Ireland, United States Treasury Bonds, V, MU, DUK

Largest exited: United States Treasury Notes ×4, JANUS CAPITAL GROUP INC, United States Treasury Bonds ×2, SCHW

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
4.91%
Avg maturity
16.45 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

36%
floating
Fixed rate64.5%
Floating rate35.5%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.4%
1-3y1.9%
3-5y13.5%
5-10y26.1%
10y+58.1%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
2.19 yr
approx. move per 100bp
Credit-spread duration
1.94 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -4.0%
of value
Interest rates53%
Credit spreads47%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.94
yrs total
Investment grade+1.72 yr
High yield+0.21 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate2.19 yr total
1 yr30 yr
1 yr0.36 yr16%
5 yr0.74 yr33%
10 yr0.74 yr33%
30 yr0.38 yr17%

3 mo is NEGATIVE (-0.04 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread1.94 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.19 yr10%
5 yr0.75 yr39%
10 yr0.70 yr36%
30 yr0.29 yr15%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.04+0.01+0.00$18.5k$3.8k
1 yr+0.36+0.15+0.04$385.5k$115.0k
5 yr+0.74+0.64+0.11$1.67m$289.2k
10 yr+0.74+0.65+0.06$1.71m$147.2k
30 yr+0.38+0.28+0.00$742.8k$10.0k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 2.19 yr.

USD+2.15 yr
GBP+0.04 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA Corp.NVDA5.78%$1.52B
Alphabet Inc.GOOG4.04%$1.06B
Microsoft Corp.MSFT3.72%$979.14M
Apple Inc.AAPL3.25%$856.14M
Amazon.com, Inc.AMZN2.85%$750.66M
Janus Henderson Cash Liquidity Fund LLC2.42%$635.43M
Broadcom IncAVGO2.35%$618.33M
Meta Platforms IncMETA1.82%$477.84M
JPMorgan Chase & Co.JPM1.44%$377.73M
Eli Lilly & Co.LLY1.43%$376.57M
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Top 10 positions are 29.10% of net assets, top 25 44.09%, across 334 issuers.

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