- What does JMOCX invest in?
- The Janus Henderson Global Allocation Fund - Moderate primarily allocates its capital across a selection of other Janus Henderson mutual funds and exchange-traded funds. This approach aims to capture a variety of investment styles and asset classes, providing investors with broad global exposure to companies and economies worldwide. A significant portion of the fund's assets, specifically between 40% and 65% of its net value, is dedicated to international (non-U.S.) investments. Through this diversified underlying portfolio, the fund typically offers exposure to a comprehensive mix of asset types, including stocks (equities), bonds (fixed-income securities), cash equivalents (money market instruments), and potentially other, alternative investments.
- What is the expense ratio of JMOCX?
- Janus Henderson Global Allocation Fund - Moderate (JMOCX) charges an expense ratio of 1.69%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JMOCX?
- Janus Henderson Global Allocation Fund - Moderate (JMOCX) manages $219.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is JMOCX actively managed or an index fund?
- JMOCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was JMOCX launched?
- Janus Henderson Global Allocation Fund - Moderate (JMOCX) launched in July 2009 and is managed by Janus Henderson.
- How has JMOCX performed?
- JMOCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
