About JMOIX
Janus Henderson Global Allocation Fund – Moderate Class I is a multi-asset mutual fund designed to deliver total return through a balanced mix of growth and income. It operates as a fund of funds, allocating primarily across Janus Henderson’s actively managed equity and fixed income strategies, complemented by ETFs and select alternative exposures for broader diversification. The portfolio targets a moderate risk profile, generally aiming for roughly 45%–65% in equities, 30%–45% in fixed income, and 5%–20% in alternatives to balance capital appreciation with capital preservation. Its holdings span U.S. and international stocks, investment-grade and global bonds, and emerging markets equity and debt, reflecting a globally diversified stance. Positioned within the Global Moderate Allocation category, the fund seeks smoother return patterns relative to pure equity approaches while maintaining meaningful growth participation. Institutional pricing and a low expense profile enhance cost efficiency, an important feature for core allocation mandates. By centralizing manager selection and tactical allocation under one umbrella, the strategy serves as a diversified core holding for investors seeking a professionally managed, risk-aware global allocation framework.
Fund Family Janus Henderson
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JMOIX
Share Class Class I
Index MSCI AC World NR USD
JMOIX had a total return of 14.64% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.97%.
