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Morningstar

Janus Henderson Global Allocation Gr T JSPGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.10  /  0.17 %
  • Total Assets 214.0 Mil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.95%
  • Turnover 32%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis JSPGX

Will JSPGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JSPGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JSPGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of JSPGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Janus Henderson Global Allocation Gr T's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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