Janus Henderson Global Allocation Fund - Moderate

Frequently Asked Questions About JMOSX

What does JMOSX invest in?

This fund strategically allocates capital across a selection of other Janus Henderson-managed mutual funds and exchange-traded funds (ETFs). Through these underlying investments, it gains exposure to companies and economies worldwide, leveraging a variety of asset classes and investment strategies. A substantial portion of its net assets, ranging from approximately 40% to 65%, is dedicated to non-U.S. investments. This diversified approach typically results in a portfolio comprising equities, fixed-income securities, money market instruments, and, when available, alternative investments.

What is the expense ratio of JMOSX?

Janus Henderson Global Allocation Fund - Moderate (JMOSX) charges an expense ratio of 1.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JMOSX?

Janus Henderson Global Allocation Fund - Moderate (JMOSX) manages $219.8M 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 JMOSX actively managed or an index fund?

JMOSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JMOSX launched?

Janus Henderson Global Allocation Fund - Moderate (JMOSX) launched in July 2009 and is managed by Janus Henderson.

How has JMOSX performed?

JMOSX'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.