About JMOAX
Janus Henderson Global Allocation Fund - Moderate is a multi-asset mutual fund that operates as a fund of funds, designed to deliver broad global diversification within a single portfolio. It seeks total return by actively allocating across equities, fixed income, and alternative strategies, drawing on Janus Henderson’s in-house managers and external ETFs to diversify styles, regions, and asset classes. The strategy targets a defined risk profile with an approximate allocation of 45%–65% in equities, 30%–45% in fixed income, and 5%–20% in alternatives, aligning with a moderate investor risk tolerance. The portfolio’s largest positions typically include global bonds, developed international and U.S. equities, and emerging markets exposure, reflecting its balanced, globally oriented construction. As a fund of funds, it emphasizes risk-adjusted outcomes and seeks to smooth volatility through active tilts across market cycles, while maintaining high transparency via regularly published holdings. Within the global moderate allocation category, it plays a core role for investors seeking a single, professionally managed solution that integrates diversified growth and income sources.
Fund Family Janus Henderson
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol JMOAX
Share Class Class A
Index MSCI AC World NR USD
JMOAX had a total return of 8.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.57%.
