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JAPN - ETF AI Analysis
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Horizon Kinetics Japan Owner Operator ETF (JAPN)
Rating:61Neutral
Price Target:―
Positive Factors
Focused Exposure to Japan
The fund is heavily invested in Japanese companies, giving investors targeted access to that specific market.
Broad Sector Mix Within Japan
Holdings spread across technology, communication services, consumer, industrial, and other sectors help reduce the impact of weakness in any single industry.
Meaningful but Not Extreme Top Holding Weight
The largest position takes up a noticeable share of the portfolio without dominating it, allowing for some diversification among individual stocks.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, signaling recent performance headwinds.
Underperforming Key Holdings
Several of the largest positions have posted weak year-to-date results, which has likely dragged on the fund’s overall performance.
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
JAPN vs. SPDR S&P 500 ETF (SPY)
AUM24.31M
RegionAsia-Pacific
Expense Ratio0.85%
Beta0.58
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. Volume11,547
30 Day Avg. Volume13,631
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
The Horizon Kinetics Japan Owner Operator ETF (JAPN) is an actively managed fund that invests in a wide range of Japanese companies, with a focus on businesses where founders or key leaders still own a big stake. This means management’s interests are closely tied to shareholders. It covers many sectors, including technology, communication services, and consumer companies, with holdings like Furuno Electric and Yonex. Someone might invest in JAPN to diversify into Japan’s stock market and seek long-term growth from well-run companies. However, the fund can go up and down with the Japanese stock market and is concentrated in one country.
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 is very much a Japan story, and its top holdings show a tilt toward tech and communications names that can swing sentiment. Furuno Electric, the fund’s heavyweight, has been losing steam over the past few months, acting more like a brake than an engine. Visional and Japan Elevator Service are also lagging, adding to the drag from growth-oriented names. On the brighter side, steadier tech players like ULS Group and ORO, along with a recently rising Yonex, help cushion the blows, but overall performance is being dictated by a handful of choppy, domestically focused Japanese innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Furuno Electric Co., Ltd. | 10.84% | $2.60M | ¥224.89B | 176.30% | 76 Outperform | |
| Resorttrust | 4.62% | $1.11M | ¥386.41B | -4.50% | 63 Neutral | |
| Japan Elevator Service Holdings Co., Ltd. | 4.58% | $1.10M | ¥290.58B | 11.20% | 61 Neutral | |
| Hikari Tsushin, Inc. | 4.53% | $1.09M | ¥1.82T | 19.34% | 76 Outperform | |
| ULS Group | 4.34% | $1.04M | ¥36.05B | 0.00% | 79 Outperform | |
| M&A Capital Partners Co. Ltd. | 3.88% | $929.94K | ¥99.88B | 9.05% | 75 Outperform | |
| Pan Pacific International Holdings | 3.83% | $917.21K | ¥2.88T | 6.89% | 70 Outperform | |
| Yonex Co | 3.79% | $908.05K | ¥282.58B | 90.11% | 62 Neutral | |
| Visional, Inc. | 3.67% | $878.83K | ¥341.98B | 14.56% | 73 Outperform | |
| Alphapolis Co., Ltd. | 3.66% | $876.33K | ¥45.25B | 52.95% | 78 Outperform |
JAPN Technical Analysis
Negative
―
Price Trends
25.52
Negative
26.65
Negative
Market Momentum
-0.37
Positive
33.73
Neutral
12.04
Positive
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 25.18, equal to the 50-day MA of 25.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.37 indicates Positive momentum. The RSI at 33.73 is Neutral, neither overbought nor oversold. The STOCH value of 12.04 is Positive, 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
24.34
-0.78
-3.11%
NBJP
Neuberger Berman Japan Equity ETF
―
―
―
JPY
Lazard Japanese Equity ETF
―
―
―
RAYJ
Rayliant SMDAM Japan Equity ETF
―
―
―
MJSC
MUFG Japan Small Cap Active ETF
―
―
―
JPAN
Matthews Japan Active ETF
―
―
―
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.
Disclaimer
This 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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