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JPY - ETF AI Analysis

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JPY

Lazard Japanese Equity ETF (JPY)

Rating:70Outperform
Price Target:
JPY (Lazard Japanese Equity ETF) has an overall rating that reflects generally solid quality, supported by strong Japanese blue-chip holdings like Hitachi and major financial groups such as Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho, which show robust financial performance, healthy balance sheets, and positive or bullish price trends. However, weaker contributors like SoftBank Group and Tokio Marine, which face bearish momentum, high leverage, or recent revenue and cash flow challenges, hold back the fund’s rating somewhat. The main risk factor is the ETF’s concentration in large Japanese financial and industrial names, which can make performance more sensitive to Japan’s economic and sector-specific conditions.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, supported by solid returns over the past three months.
Financial Leaders Driving Returns
Several major financial holdings, such as large Japanese banks and insurers, have shown strong performance, helping lift the fund.
Broad Sector Diversification Within Japan
The fund spreads its investments across many sectors, including industrials, financials, technology, and consumer-related companies, which helps reduce reliance on any single industry.
Negative Factors
High Geographic Concentration in Japan
Almost all of the ETF’s assets are invested in Japanese companies, so its performance is heavily tied to the Japanese economy and currency.
Mixed Results Among Top Holdings
While several top positions have performed well, some large holdings have shown weak or negative performance, which can create uneven results.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

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

JPY Summary

The Lazard Japanese Equity ETF (ticker: JPY) is an actively managed fund that invests in a wide range of Japanese companies, aiming for long-term growth. It doesn’t track a fixed index, but instead follows a broad “total market” theme in Japan, spreading money across industries like financials, industrials, and technology. Well-known holdings include Sony and Mitsubishi UFJ Financial Group. Someone might invest in this ETF to gain diversified exposure to Japan’s economy in a single investment. A key risk is that the fund is concentrated in one country, so its value can rise or fall with the Japanese stock market and currency.
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 the country’s big financial houses, with Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho all rising and effectively steering the fund’s performance from the front of the pack. Industrial names like Hitachi are more mixed, while SoftBank’s recent slide and Sony’s lagging share price act like a bit of sand in the gears. Overall, the fund is tilted toward financials and industrials within Japan, so returns are closely tied to how those home-market banks and blue-chip conglomerates behave.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Mitsubishi UFJ Financial Group4.93%$2.93M¥41.98T50.90%
76
Outperform
Sony4.44%$2.64M¥20.20T-17.79%
73
Outperform
Sumitomo Mitsui Financial Group3.78%$2.25M¥27.34T64.97%
77
Outperform
Mizuho Financial Group3.51%$2.09M¥21.10T79.14%
77
Outperform
Hitachi,Ltd.3.37%$2.00M¥21.93T-5.21%
77
Outperform
Tokio Marine Holdings3.18%$1.89M¥15.45T15.30%
66
Neutral
SoftBank Group3.15%$1.87M¥31.40T58.65%
64
Neutral
Mitsubishi3.11%$1.85M¥16.44T46.13%
60
Neutral
Takeda Pharmaceutical Co2.68%$1.59M¥9.01T15.30%
66
Neutral
Kansai Electric Power Company2.58%$1.54M¥2.53T16.15%
75
Outperform

JPY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
36.84
Positive
100DMA
35.29
Positive
200DMA
33.94
Positive
Market Momentum
MACD
RSI
STOCH
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 37.16, equal to the 50-day MA of 36.84, and equal to the 200-day MA of 33.94, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
$78.88M0.60%
70
Outperform
$127.79M0.50%
66
Neutral
$24.79M1.01%
68
Neutral
$24.36M0.72%
67
Neutral
$24.17M0.85%
63
Neutral
$9.93M0.79%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPY
Lazard Japanese Equity ETF
37.21
9.13
32.51%
NBJP
Neuberger Berman Japan Equity ETF
MJSC
MUFG Japan Small Cap Active ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator 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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