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JPAN - ETF AI Analysis

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JPAN

Matthews Japan Active ETF (JPAN)

Rating:69Neutral
Price Target:
JPAN, the Matthews Japan Active ETF, has a solid overall rating driven mainly by strong, diversified Japanese leaders like Hitachi and Mitsubishi UFJ Financial Group, which show healthy financial performance, positive outlooks, and supportive price trends. The fund also benefits from other robust holdings such as Sumitomo Mitsui Financial Group and Sony, though some positions with mixed technical signals or cash flow and liquidity concerns, like Panasonic, slightly temper the overall strength. Investors should note that several top holdings show overbought or short-term bearish technical signals, which can add near-term volatility risk even if the longer-term fundamentals are sound.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Japanese Blue-Chip Holdings
Many of the top positions, such as major technology, financial, and industrial companies, have delivered strong year-to-date results that support the fund’s performance.
Broad Sector Spread Within Japan
Holdings are spread across several key sectors, including industrials, technology, financials, and consumer-related areas, which helps reduce reliance on any single industry.
Negative Factors
High Country Concentration in Japan
The fund is heavily focused on Japanese companies, offering very limited exposure to other regions and increasing vulnerability to Japan-specific economic or market issues.
Relatively High Expense Ratio
The ETF charges a higher fee than many low-cost index funds, which can gradually reduce net returns for long-term investors.
Notable Underperformer in Top Holdings
One of the larger positions has shown weak year-to-date performance, which can drag on overall returns if the stock continues to lag.

JPAN vs. SPDR S&P 500 ETF (SPY)

JPAN Summary

The Matthews Japan Active ETF (JPAN) is an actively managed fund that invests in a wide range of Japanese companies instead of tracking a fixed index. It spreads money across many sectors, including industrials, technology, and financials, giving broad exposure to Japan’s economy. Well-known holdings include Toyota Motor and Sony. Someone might invest in JPAN to diversify their portfolio internationally and tap into Japan’s long-term growth potential with professional stock selection. A key risk is that the fund is concentrated in one country, so its value can rise or fall sharply with changes in Japan’s economy and stock market.
How much will it cost me?The Matthews Japan Active ETF (JPAN) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and expertise to select and adjust holdings compared to passively managed ETFs that track an index.
What would affect this ETF?The Matthews Japan Active ETF (JPAN) could benefit from Japan's technological innovation and strong industrial base, especially as global demand for advanced technology and manufacturing grows. However, challenges such as fluctuating interest rates, potential trade tensions, or slower economic growth in Japan could negatively impact sectors like consumer cyclical and financials. Active management and diversification across sectors may help mitigate risks while capitalizing on opportunities in Japan's evolving economy.

JPAN Top 10 Holdings

JPAN leans heavily into Japan’s industrial and tech engines, with names like Tokyo Electron and Shin-Etsu Chemical doing much of the heavy lifting as their shares have been rising or holding firm over recent months. Kawasaki Heavy Industries has also been a bright spot, adding extra thrust. On the flip side, Sony has been losing steam, and Hitachi’s more mixed performance has kept it from fully pulling its weight. With a clear tilt toward industrials, technology, and financials—and exposure entirely in Japan—the fund’s story is very much tied to the country’s economic cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Tokyo Electron4.71%$343.48K¥18.00T80.66%
73
Outperform
Mitsubishi UFJ Financial Group4.58%$333.98K¥31.40T30.87%
76
Outperform
Hitachi,Ltd.3.84%$279.76K¥21.40T34.83%
77
Outperform
Sony3.38%$246.47K¥20.60T-16.56%
73
Outperform
Shin-Etsu Chemical Co3.05%$222.37K¥12.84T51.27%
69
Neutral
Marubeni2.91%$211.88K¥10.04T118.25%
71
Outperform
Sumitomo2.77%$202.01K¥7.48T69.59%
77
Outperform
MS&AD Insurance Group Holdings2.56%$186.56K¥6.18T20.10%
69
Neutral
Sumitomo Mitsui Financial Group2.47%$180.17K¥20.82T45.65%
77
Outperform
Panasonic2.47%$179.89K¥6.48T49.48%
73
Outperform

JPAN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.23
Negative
100DMA
37.16
Negative
200DMA
35.46
Positive
Market Momentum
MACD
-0.52
Negative
RSI
49.39
Neutral
STOCH
78.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPAN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.77, equal to the 50-day MA of 38.23, and equal to the 200-day MA of 35.46, indicating a neutral trend. The MACD of -0.52 indicates Negative momentum. The RSI at 49.39 is Neutral, neither overbought nor oversold. The STOCH value of 78.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPAN.

JPAN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.06M0.79%
69
Neutral
$113.99M0.50%
69
Neutral
$70.43M0.60%
70
Outperform
$23.33M0.85%
61
Neutral
$21.82M0.72%
68
Neutral
$20.72M0.85%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPAN
Matthews Japan Active ETF
37.14
10.99
42.03%
NBJP
Neuberger Berman Japan Equity ETF
JPY
Lazard Japanese Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
MJSC
MUFG Japan Small Cap 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.
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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