Janus Henderson Global Allocation Fund - Moderate (JNSMX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JNSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JNSMX
JNSMX charges 0.25% annually. There are 4 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | JNSMX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | JNSMX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | JNSMX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | JNSMX vs MHESX | |
| Janus Henderson Global Allocation Fund - Growth | 0.26% | — | Dec 2005 | JNSMX vs JNSGX |
Best Risk-Adjusted Alternatives to JNSMX
JNSMX has a PortfoliosLab risk / return rank of 53. There are 60 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | JNSMX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | JNSMX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | JNSMX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | JNSMX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | JNSMX vs PDSYX |
Top Performing JNSMX Alternatives (YTD)
JNSMX is at 6.42% YTD. There are 61 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | JNSMX vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | JNSMX vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | JNSMX vs CHW | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | JNSMX vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | JNSMX vs GIMFX |
Lowest Volatility Alternatives to JNSMX
JNSMX has 9.76% 1-year volatility. There are 50 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | JNSMX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | JNSMX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | JNSMX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | JNSMX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | JNSMX vs PMFYX |
Lowest Drawdown Alternatives to JNSMX
JNSMX has a 1-year max drawdown of -7.00%. There are 43 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | JNSMX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | JNSMX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | JNSMX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | JNSMX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | JNSMX vs MSTGX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 18.30% | — | Dec 1998 | JNSMX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 10 | 1.17% | — | May 1993 | JNSMX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 29 | 18.23% | — | Dec 1998 | JNSMX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 22 | 7.83% | — | Sep 1992 | JNSMX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 8 | -0.18% | — | May 1997 | JNSMX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 3.19% | — | Aug 1992 | JNSMX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 49 | 14.10% | — | Feb 2005 | JNSMX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 19 | 14.02% | — | Feb 2000 | JNSMX vs JACNX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 29 | 18.32% | — | Dec 1998 | JNSMX vs JATIX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 8 | 0.04% | — | Dec 2009 | JNSMX vs JFRDX |
Often Compared With JNSMX
Investors most often compare JNSMX with FESGX, MHEIX, FFAAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JNSMX with Any Fund or Stock
Compare JNSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNSMX with funds that move differently
Janus Henderson Global Allocation Fund - Moderate alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNSMX.
Explore JNSMX Diversifiers