Janus Aspen Balanced Portfolio (JABLX)

20+ Years of Dynamic Asset Allocation



Inception Date9/13/1993
NAV (As of 4/27/17)$32.31
Total Net Assets (As of 3/31/17)$2.73B
Annual Expense Ratio
(As of fiscal year end 12/31/15)
GROSS 0.63%
NET 0.63%

Morningstar Fee Level
(As of 3/31/17)
Fee Level Group
(out of 166 funds)
Moderate Allocation Institutional

Performance (As of 3/31/17)
1 Year10.66%
3 Year5.77%
5 Year8.34%
10 Year7.57%
Morningstar (As of 3/31/17)
CategoryUS Funds Allocation-50% to 70% Equity
Overall Rating™
(Based on risk-adjusted returns)

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721 Funds Rated
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Fixed Income
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Returns quoted are past performance and do not guarantee future results; current performance may be lower or higher. Investment returns and principal value will vary; there may be a gain or loss when shares are sold. For the most recent month-end performance click here.

Returns greater than one year are annualized.

Client Commitment

Janus Balanced Portfolio’s dynamic asset allocation strategy has the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products, where asset allocations are constrained by static targets, the Portfolio’s asset allocations may vary between 35% and 65% equities depending on market conditions.

Why Invest in the Portfolio


The Portfolio’s portfolio managers make allocation decisions based on their view of overall market risk and careful examination of individual security valuations across equity and fixed income markets.


Janus equity and fixed income analysts work side-by-side covering the same six global sectors, facilitating deeper analysis of a company's fundamental outlook and understanding of management's true intentions.


The end result is a multi-asset, core holding portfolio offering the potential for long-term capital appreciation with the flexibility to navigate uncertain and volatile markets.


Marc Pinto

Marc Pinto, CFA

Portfolio Manager since 2005
Industry since 1985

Jeremiah Buckley

Jeremiah Buckley, CFA

Portfolio Manager since 2015
Industry since 1998

Darrell Watters

Darrell Watters

Portfolio Manager since 2015
Industry since 1986

Mayur Saigal

Mayur Saigal

Portfolio Manager since 2015
Industry since 2002


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