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JDBAX Janus Henderson Balanced A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Accenture PLC (NYSE:ACN).

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 35‑70% 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 A MF is 1.74T. The market cap for tickers in the group ranges from 220.93B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is ACN at 220.93B.

Volume

The average weekly volume growth across all stocks in the Janus Henderson Balanced A MF was 54%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -5%

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: 65
Price Growth Rating: 36
SMR Rating: 27
Profit Risk Rating: 15
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Janus Investment Fund151 Detroit StreetDenver
Phone
888-979-7737
Web
www.janushenderson.com
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JDBAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDBAX has been closely correlated with RLBCX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDBAX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDBAX
1D Price
Change %
JDBAX100%
-1.05%
RLBCX - JDBAX
95%
Closely correlated
-0.88%
RAMHX - JDBAX
95%
Closely correlated
-0.91%
RLEFX - JDBAX
95%
Closely correlated
-0.91%
RLBGX - JDBAX
95%
Closely correlated
-0.88%
FBONX - JDBAX
95%
Closely correlated
-0.90%
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