JXX - ETF AI Analysis

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Janus Henderson Transformational Growth ETF (JXX)

Rating:67Neutral

Price Target:―

JXX, the Janus Henderson Transformational Growth ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like TSM and AVGO, which benefit from leading positions in advanced chips and AI technologies. Amazon and ICE also support the fund’s quality through strong financial performance and strategic initiatives, though often at premium valuations. The rating is held back somewhat by weaker names like Boeing and Madrigal Pharmaceuticals, and investors should note the fund’s meaningful exposure to high-valuation, growth and AI-related companies as a key risk factor.

Positive Factors

Leading Growth Companies in Top Holdings

The ETF’s largest positions include well-known growth names like Amazon, TSMC, and Broadcom, which can help drive long-term returns if they continue to perform well.

Exposure to High-Growth Sectors

A heavy tilt toward technology and consumer cyclical stocks gives investors focused exposure to areas of the market with strong long-term growth potential.

Targeted U.S.-Focused Strategy

With almost all assets in U.S. companies, the fund offers a clear, focused way to invest in U.S.-driven transformational growth themes.

Negative Factors

Recent Weak Performance

The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been weak.

High Concentration in a Few Stocks

A small number of holdings make up a large share of the portfolio, so problems at just one or two companies could significantly hurt returns.

Above-Average Expense Ratio

The fund’s expense ratio is relatively high for an ETF, which means more of the investment return is eaten up by fees over time.

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

AUM32.40M

RegionNorth America

Expense Ratio0.57%

Beta1.26

IssuerJanus Henderson

Inception DateFeb 04, 2025

Dividend YieldN/A

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,752

30 Day Avg. Volume6,316

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 Target

35.27

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering23

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JXX Summary

Janus Henderson Transformational Growth ETF (JXX) is an actively managed fund that focuses on large, innovative companies, mainly in technology and healthcare, rather than tracking a set index. It aims to find businesses leading big changes in areas like artificial intelligence and medical breakthroughs. Top holdings include well-known names like Amazon and TSMC, along with other tech, consumer, and industrial companies. Someone might invest in JXX for long-term growth and exposure to cutting-edge trends. A key risk is that these growth-focused stocks can be very volatile and may go up and down more than the overall market.

How much will it cost me?The Janus Henderson Transformational Growth ETF (JXX) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and oversight to select innovative companies driving growth in sectors like AI and healthcare.

What would affect this ETF?The Janus Henderson Transformational Growth ETF (JXX) could benefit from continued advancements in AI and healthcare innovation, as these sectors are key drivers of growth and are heavily represented in the fund's holdings. However, rising interest rates or economic slowdowns could negatively impact high-growth companies, particularly in technology and consumer cyclical sectors, which make up a significant portion of the ETF's portfolio. Regulatory changes in healthcare or technology could also pose risks to the fund's performance.

JXX Top 10 Holdings

JXX is leaning hard into innovation, with a tech-and-AI backbone and a U.S.-centric lineup. TSMC and Howmet Aerospace are doing the heavy lifting, with both stocks rising and acting like twin engines for the fund’s growth story. Broadcom has been more steady than spectacular, contributing but not really stealing the show. On the other side, Amazon and Oracle have been losing steam lately, dragging on returns, while Eli Lilly’s recent softness shows that even the fund’s healthcare innovators aren’t immune to bumps in the road.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TSM	TSMC	12.20%	$3.96M	$1.57T	93.08%	81 Outperform
AMZN	Amazon	10.44%	$3.38M	$2.20T	-3.50%	71 Outperform
AVGO	Broadcom	8.03%	$2.60M	$1.58T	58.87%	76 Outperform
ORCL	Oracle	7.50%	$2.43M	$448.85B	-16.86%	66 Neutral
HWM	Howmet Aerospace	6.22%	$2.02M	$99.97B	98.39%	67 Neutral
BA	Boeing	4.87%	$1.58M	$187.64B	28.09%	54 Neutral
ICE	Intercontinental Exchange	4.78%	$1.55M	$88.13B	-8.50%	80 Outperform
MDGL	Madrigal Pharmaceuticals	3.96%	$1.28M	$11.16B	35.90%	56 Neutral
MELI	Mercadolibre	3.86%	$1.25M	$101.85B	-16.14%	77 Outperform
LLY	Eli Lilly & Co	3.61%	$1.17M	$962.75B	20.10%	72 Outperform

JXX Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

27.37

Negative

100DMA

27.70

Negative

200DMA

26.74

Negative

Market Momentum

MACD

-0.53

Positive

RSI

35.09

Neutral

STOCH

23.91

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JXX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.31, equal to the 50-day MA of 27.37, and equal to the 200-day MA of 26.74, indicating a bearish trend. The MACD of -0.53 indicates Positive momentum. The RSI at 35.09 is Neutral, neither overbought nor oversold. The STOCH value of 23.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JXX.

JXX Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JXX	―	―	$32.40M	0.57%	67 Neutral
CEPI	―	―	$85.60M	0.85%	69 Neutral
GPTY	―	―	$66.50M	1.06%	72 Outperform
XPND	―	―	$51.36M	0.65%	76 Outperform
CCSO	―	―	$44.81M	0.35%	67 Neutral
GK	―	―	$27.03M	0.77%	70 Outperform

Performance Comparison

JXX

Janus Henderson Transformational Growth ETF

25.39

1.32

5.48%

CEPI

REX Crypto Equity Premium Income ETF

―

GPTY

YieldMax AI & Tech Portfolio Option Income ETF

―

XPND

First Trust Expanded Technology ETF

―

CCSO

Carbon Collective Climate Solutions U.S. Equity ETF

―

AdvisorShares Gerber Kawasaki 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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