Balanced Portfolio Institutional Fund Quote
| JABLX Fund | USD 55.16 0.09 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Balanced Portfolio is trading at 55.16 as of the 15th of September 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 55.25. Balanced Portfolio has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 16th of August 2025 and ending today, the 15th of September 2025. Click here to learn more.
The Portfolio pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. More on Balanced Portfolio Institutional
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Fund Concentration | Janus Henderson Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Janus Henderson (View all Sectors) |
| Update Date | 30th of September 2025 |
Balanced Portfolio Institutional [JABLX] is traded in USA and was established 15th of September 2025. Balanced Portfolio is listed under Janus Henderson category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Janus Henderson family. This fund currently has accumulated 3.98 B in assets under management (AUM) with no minimum investment requirementsBalanced Portfolio is currently producing year-to-date (YTD) return of 8.48% with the current yeild of 0.02%, while the total return for the last 3 years was 11.96%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Portfolio Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Portfolio Institutional Mutual Fund Constituents
| LYB | LyondellBasell Industries NV | Stock | Materials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| CME | CME Group | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials |
Balanced Portfolio Risk Profiles
| Mean Deviation | 0.3541 | |||
| Semi Deviation | 0.0901 | |||
| Standard Deviation | 0.4394 | |||
| Variance | 0.193 |
Balanced Portfolio Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Portfolio financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Portfolio security.
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |