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JPY - ETF AI Analysis

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JPY

Lazard Japanese Equity ETF (JPY)

Rating:70Outperform
Price Target:
JPY, the Lazard Japanese Equity ETF, has an overall rating that reflects generally solid quality, supported by strong Japanese financial and industrial leaders like Mitsubishi UFJ, Sumitomo Mitsui, Mizuho, and Hitachi, which show healthy financial performance and positive stock trends. The rating is held back somewhat by weaker momentum and concerns around leverage or overvaluation in holdings such as SoftBank, Mitsubishi, and Tokio Marine. The main risk factor is the fund’s heavy tilt toward Japan’s financial sector, which can make the ETF more sensitive to changes in interest rates and the Japanese economy.
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions, especially in financials and major industrial names, have shown solid recent performance that supports the fund’s overall returns.
Positive Recent Performance
The ETF has delivered steady gains so far this year and over the past month, suggesting its strategy has been working in the current market.
Negative Factors
High Japan Concentration
With almost all assets invested in Japanese companies, the fund is heavily exposed to the economic and market conditions of a single country.
Notable Weakness in a Major Holding
One of the top positions, Sony, has shown weak performance this year, which can drag on the fund given its meaningful weight in the portfolio.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the returns are used to cover costs instead of going to investors.

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

JPY Summary

The Lazard Japanese Equity ETF (JPY) is an actively managed fund that invests in a wide range of Japanese companies across many sectors, rather than tracking a specific index. It holds well-known names like Sony and Mitsubishi UFJ Financial Group, along with other industrial, financial, and technology firms. Investors might consider this ETF if they want diversified exposure to Japan’s economy and potential long-term growth from both large, established companies and newer players. However, it is heavily focused on Japan, so its value can rise or fall with the Japanese stock market and economy.
How much will it cost me?The Lazard Japanese Equity ETF (Ticker: JPY) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which involves more research and strategic decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Lazard Japanese Equity ETF could benefit from Japan's economic recovery and growth in key sectors like technology and industrials, which make up significant portions of the fund's holdings. However, potential risks include global economic uncertainty, fluctuations in the yen, and changes in interest rates that could impact financial and consumer sectors heavily represented in the ETF. Additionally, regulatory shifts or geopolitical tensions in the Asia-Pacific region may influence market performance.

JPY Top 10 Holdings

This Japan-focused ETF leans heavily on financial giants, with Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho acting as steady engines for the portfolio as their shares have generally been rising this year despite some recent bumps. Hitachi adds an industrial and tech twist, contributing modest upside with a more measured climb. On the flip side, Sony has been losing steam, tempering overall returns, while Mitsubishi’s choppy trading has added some drag. With all holdings based in Japan and a tilt toward banks and industrials, the fund’s story is firmly tied to the health of the Japanese economy and its financial system.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Mitsubishi UFJ Financial Group4.93%$2.93M¥30.81T36.59%
76
Outperform
Sony4.44%$2.64M¥19.60T-17.91%
73
Outperform
Sumitomo Mitsui Financial Group3.78%$2.25M¥20.41T48.90%
77
Outperform
Mizuho Financial Group3.51%$2.09M¥15.67T63.81%
77
Outperform
Hitachi,Ltd.3.37%$2.00M¥23.65T25.90%
77
Outperform
Tokio Marine Holdings3.18%$1.89M¥13.66T20.16%
66
Neutral
SoftBank Group3.15%$1.87M¥34.04T191.96%
64
Neutral
Mitsubishi3.11%$1.85M¥18.76T58.47%
60
Neutral
Takeda Pharmaceutical Co2.68%$1.59M¥8.46T2.08%
66
Neutral
Kansai Electric Power Company2.58%$1.54M¥2.63T30.17%
75
Outperform

JPY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
33.98
Positive
100DMA
33.57
Positive
200DMA
32.09
Positive
Market Momentum
MACD
0.23
Negative
RSI
55.12
Neutral
STOCH
28.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.09, equal to the 50-day MA of 33.98, and equal to the 200-day MA of 32.09, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 55.12 is Neutral, neither overbought nor oversold. The STOCH value of 28.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JPY.

JPY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$74.17M0.60%
70
Outperform
$126.95M0.50%
69
Neutral
$24.52M0.72%
67
Neutral
$23.86M0.85%
61
Neutral
$21.46M0.85%
67
Neutral
$7.69M0.79%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPY
Lazard Japanese Equity ETF
34.46
7.72
28.87%
NBJP
Neuberger Berman Japan Equity ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator 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.
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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