About JMOCX
The Janus Henderson Global Allocation Fund – Moderate Class C is a globally diversified mutual fund designed to pursue total return by investing in a broad mix of asset classes. As a fund of funds, it leverages Janus Henderson’s range of actively managed strategies, allocating capital across equities, fixed income, and alternative investments. The fund typically maintains a balanced allocation, with approximately 45% to 65% in equities, 30% to 45% in fixed income, and 5% to 20% in alternatives, aiming to balance capital appreciation with income generation and controlled risk levels.
This fund provides exposure to multiple sectors including information technology, financials, industrials, and consumer discretionary, and invests across a wide geographic spectrum dominated by North American and developed European and Asian markets. The fund’s managers actively adjust allocations in response to market conditions, seeking enhanced risk-adjusted returns and lower volatility than traditional single-asset strategies. Janus Henderson’s investment expertise and active oversight underpin the fund’s pursuit of higher risk-adjusted returns relative to broad global markets, making it a strategic choice for investors seeking diversified, moderately risk-tolerant global exposure.
Fund Family Janus Henderson
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol JMOCX
Share Class Class C
Index MSCI AC World NR USD
JMOCX had a total return of 6.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.82%.
