About JMSCX
Janus Henderson Global Allocation Fund - Conservative Class D is a globally diversified mutual fund designed to balance capital preservation with moderate growth and income. Structured as a fund of funds, it strategically allocates assets across equity, fixed income, and alternative investments, employing a targeted mix of approximately 30% to 50% equities, 50% to 65% fixed income, and up to 20% alternatives. The fund primarily emphasizes income generation, supplemented by capital appreciation, making it suitable for conservative investors seeking both stability and returns slightly above traditional fixed income markets.
Managed by a team leveraging Janus Henderson’s broad investment expertise, the fund offers active management and diversification across regions and asset classes. Its holdings frequently include a concentrated blend of core international bond ETFs, developed and emerging market debt, and select global equities. The conservative allocation strategy prioritizes risk management, aiming for lower volatility while maintaining enough exposure to growth-oriented assets for long-term value. This fund occupies a notable position within the global moderately conservative allocation category, catering to investors who desire a single, cost-competitive solution for worldwide diversification and steady performance.
Fund Family Janus Henderson
Category Mix Tgt Alloc Con
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JMSCX
Share Class Class D
Index Bloomberg Global Aggregate Bond TR
JMSCX had a total return of 10.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.51%.
