Janus Henderson Balanced Fund
Shareclass
Janus Henderson Balanced A (JDBAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Janus Henderson Balanced Fund
FUND COVERAGE
# of holdings63
% of assets63%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A2.38%$656.52M
- 2. Hilton Worldwide Holdings Inc0.57%$156.94M
- 3. JPMorgan Chase & Co1.42%$391.44M
- 4. Uber Technologies Inc0.74%$204.37M
- 5. Accenture PLC Class A0.38%$106.06M
- 6. Johnson & Johnson0.69%$191.75M
- 7. The Goldman Sachs Group Inc0.71%$196.9M
- 8. Vertex Pharmaceuticals Inc0.46%$127.03M
- 9. Microsoft Corp5.67%$1.56B
- 10. AbbVie Inc0.72%$198.43M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc2.13%$589.69M
- 2. Monster Beverage Corp0.45%$123.16M
- 3. Cadence Design Systems Inc0.51%$140.54M
- 4. Charles Schwab Corp0.38%$105.95M
- 5. Howmet Aerospace Inc0.43%$118.7M
- 6. Costco Wholesale Corp0.5%$137.51M
- 7. Booking Holdings Inc1.05%$290.69M
- 8. Amphenol Corp Class A0.74%$205.12M
- 9. The Home Depot Inc0.86%$238.79M
- 10. Royal Caribbean Group0.81%$223.43M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Janus Henderson Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
5
$3.55B
13%
Prisons high risk
1
$107.39M
0.39%
Private prisons
0
$0
0%
Borders
6
$3.7B
13%
Borders high risk
1
$107.39M
0.39%
Total
7
$3.84B
14%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$1.56B
5.67%
2.
Amazon.com Inc
:$895.83M
3.24%
3.
Alphabet Inc Class C
:$841.14M
3.04%
4.
Thermo Fisher Scientific Inc
:$189.1M
0.68%
5.
Costco Wholesale Corp
$137.51M
0.5%
6.
Motorola Solutions Inc
:$107.39M
0.39%
7.
Accenture PLC Class A
:$106.06M
0.38%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Janus Henderson Balanced Fund JDBAX
Environment
Social
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