Janus Henderson Global Allocation Fund - Moderate - T Shares

Frequently Asked Questions About JSPMX

What does JSPMX invest in?

This fund primarily allocates its capital to a selection of other mutual funds managed by Janus Henderson. These underlying funds encompass diverse asset classes and investment approaches, offering exposure to companies and entities globally. A significant portion, specifically between 40% and 65% of its net assets, is designated for non-U.S. investments. Through this strategy of investing in a diversified portfolio of underlying funds, it typically gains exposure to various asset categories including stocks, bonds, short-term liquid assets, and, when appropriate, alternative investments.

What is the expense ratio of JSPMX?

Janus Henderson Global Allocation Fund - Moderate - T Shares (JSPMX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JSPMX?

Janus Henderson Global Allocation Fund - Moderate - T Shares (JSPMX) manages $220.6M 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 JSPMX actively managed or an index fund?

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

When was JSPMX launched?

Janus Henderson Global Allocation Fund - Moderate - T Shares (JSPMX) launched in January 2006 and is managed by Janus Henderson.

How has JSPMX performed?

JSPMX'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.