Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), NVIDIA Corp (NASDAQ:NVDA), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), McDonald's Corp (NYSE:MCD), United Parcel Service (NYSE:UPS).
Industry description
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income.
The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund may also invest in money market instruments. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yield/high-risk bonds to 35% of the fixed-income portion of its net assets.
Market Cap
The average market capitalization across the Janus Henderson Balanced D MF is 783.28B. The market cap for tickers in the group ranges from 83.82B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is PGR at 83.82B.
Volume
The average weekly volume growth across all stocks in the Janus Henderson Balanced D MF was -44%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 42
Price Growth Rating: 43
SMR Rating: 30
Profit Risk Rating: 18
Seasonality Score: -48 (-100 ... +100)