JAPN - ETF AI Analysis
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Horizon Kinetics Japan Owner Operator ETF (JAPN)
Rating:62Neutral
Price Target:―
Positive Factors
Improving Recent Momentum
Despite a weak year so far, the ETF has shown a recent uptick over the past month, suggesting some short-term recovery in its holdings.
Exposure to Growth-Oriented Sectors
A large share of the portfolio is in technology and communication services, which can benefit if growth-focused Japanese companies continue to develop and innovate.
Focused Japan Strategy
The fund is heavily invested in Japanese companies, giving investors targeted access to that specific market and its potential opportunities.
Negative Factors
Weak Year-to-Date Performance
The ETF has declined so far this year, reflecting broad weakness across many of its holdings.
Several Lagging Top Holdings
Many of the largest positions, including the biggest holding, have shown weak performance this year, which has weighed on the fund overall.
High Expense Ratio
The fund charges relatively high fees, which can eat into returns over time compared with lower-cost ETFs.
JAPN vs. SPDR S&P 500 ETF (SPY)
AUM23.28M
RegionAsia-Pacific
Expense Ratio0.85%
Beta0.69
IssuerHorizon Kinetics
Inception DateMay 12, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,446
30 Day Avg. Volume6,393
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JAPN Summary
JAPN is the Horizon Kinetics Japan Owner Operator ETF, an actively managed fund that invests in Japanese companies where founders or key leaders own a big stake in the business. It doesn’t track a set index, but focuses on the total Japanese stock market, with many holdings in technology, communication services, and consumer companies. Examples include Yonex Co, known for sports equipment, and Pan Pacific International Holdings, which runs Don Quijote discount stores. Investors might consider JAPN for international diversification and exposure to Japan’s long-term growth. Risk: the fund is concentrated in Japan, so it can rise or fall sharply with the Japanese stock market.
How much will it cost me?The Horizon Kinetics Japan Owner Operator ETF (JAPN) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a unique strategy of investing in owner-operated companies in Japan.
What would affect this ETF?The JAPN ETF could benefit from Japan's economic recovery and growth in sectors like technology and consumer cyclical, which make up a significant portion of its holdings. However, challenges such as global economic uncertainty, changes in interest rates, or regulatory shifts in Japan could negatively impact the performance of the ETF. Its focus on owner-operated companies may provide stability but could also limit exposure to larger, diversified firms.
JAPN Top 10 Holdings
JAPN leans heavily into Japan’s tech and services scene, with names like Finatext and M&A Capital Partners quietly pulling the fund forward thanks to rising share prices and solid fundamentals. Japan Elevator Service is also climbing, adding to the positive momentum. On the flip side, Furuno Electric has been losing steam this year, acting as a noticeable drag, while Hikari Tsushin and Pan Pacific International look more mixed to lagging. With all holdings in Japan and a tilt toward technology and communication services, this ETF is very much a focused bet on Japanese owner-operator growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Furuno Electric Co., Ltd. | 10.44% | $2.53M | ¥191.77B | 128.48% | 76 Outperform | |
| Japan Elevator Service Holdings Co., Ltd. | 4.72% | $1.14M | ¥333.04B | 4.81% | 61 Neutral | |
| Resorttrust | 4.50% | $1.09M | ¥374.60B | -4.66% | 63 Neutral | |
| Finatext Holdings Ltd. | 4.40% | $1.07M | ¥60.88B | -8.29% | 55 Neutral | |
| M&A Capital Partners Co. Ltd. | 4.30% | $1.04M | ¥114.40B | 36.00% | 75 Outperform | |
| FURYU CORP. | 4.11% | $995.09K | ¥34.17B | 37.71% | 64 Neutral | |
| Hikari Tsushin, Inc. | 4.05% | $981.10K | ¥1.61T | -2.16% | 76 Outperform | |
| Pan Pacific International Holdings | 3.91% | $947.72K | ¥2.72T | -12.17% | 70 Outperform | |
| ULS Group | 3.89% | $943.23K | ¥33.03B | 0.00% | 79 Outperform | |
| ORO Co. Ltd. | 3.49% | $845.25K | ¥30.93B | -20.31% | 70 Outperform |
JAPN Technical Analysis
Negative
―
Price Trends
23.08
Negative
23.87
Negative
25.64
Negative
Market Momentum
-0.14
Positive
43.20
Neutral
21.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JAPN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.00, equal to the 50-day MA of 23.08, and equal to the 200-day MA of 25.64, indicating a bearish trend. The MACD of -0.14 indicates Positive momentum. The RSI at 43.20 is Neutral, neither overbought nor oversold. The STOCH value of 21.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JAPN.
JAPN Peer Comparison
Comparison Results
Performance Comparison
JAPN
Horizon Kinetics Japan Owner Operator ETF
22.74
-4.10
-15.28%
NBJP
Neuberger Berman Japan Equity ETF
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―
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JPY
Lazard Japanese Equity ETF
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RAYJ
Rayliant SMDAM Japan Equity ETF
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―
―
MJSC
MUFG Japan Small Cap Active ETF
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JPAN
Matthews Japan Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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