JXX - ETF AI Analysis

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Janus Henderson Transformational Growth ETF (JXX)

Rating:68Neutral

Price Target:―

The Janus Henderson Transformational Growth ETF (JXX) has a solid overall rating, supported by strong contributions from holdings like TSMC and Broadcom. TSMC's focus on advanced technologies and AI, coupled with strong financial performance, positions it as a key driver of the ETF's strength. Similarly, Broadcom's leadership in AI semiconductors and infrastructure software adds significant value. However, weaker holdings like DraftKings, which struggles with persistent losses and high leverage, may have slightly weighed on the fund's rating. A notable risk factor is the ETF's concentration in high-growth sectors, which can lead to volatility during market downturns.

Positive Factors

Strong Top Holdings

Several key positions, such as Oracle and TSMC, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Sector Diversification

The ETF is spread across multiple sectors, including Technology, Consumer Cyclical, and Health Care, reducing reliance on any single industry.

Healthy Year-to-Date Performance

The ETF has shown solid year-to-date growth, indicating resilience in its portfolio.

Negative Factors

High Technology Exposure

Nearly 40% of the ETF is concentrated in the Technology sector, making it vulnerable to downturns in tech stocks.

Weak Recent Performance

The ETF has declined over the past month, suggesting short-term volatility or challenges in its holdings.

Limited Geographic Diversification

With over 99% exposure to U.S. companies, the ETF lacks global diversification, increasing sensitivity to domestic market conditions.

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

AUM35.98M

RegionNorth America

Expense Ratio0.57%

Beta1.27

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. Volume3,042

30 Day Avg. Volume7,151

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

35.24

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering25

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

JXX Summary

The Janus Henderson Transformational Growth ETF (JXX) is an actively managed fund that invests in large companies leading innovation in technology and healthcare. It includes well-known names like Oracle and Amazon, focusing on businesses driving advancements in areas like artificial intelligence and healthcare solutions. This ETF is a good choice for investors seeking long-term growth by tapping into industries shaping the future. However, since it targets specific sectors, its performance can be heavily influenced by trends in technology and healthcare, which may lead to higher volatility.

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

The Janus Henderson Transformational Growth ETF (JXX) is leaning heavily into innovation, with a strong focus on technology and healthcare. Broadcom and TSMC are steady performers, riding the AI wave, while Oracle has been lagging due to bearish technical signals and concerns over valuation. Madrigal Pharmaceuticals and Eli Lilly are bright spots in healthcare, with promising growth stories driving momentum. However, DraftKings is dragging the fund, struggling with persistent losses and weak technical indicators. With a U.S.-centric portfolio, JXX is betting big on transformative sectors shaping the future.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
AMZN	Amazon	10.29%	$3.73M	$2.43T	1.28%	71 Outperform
TSM	TSMC	9.51%	$3.45M	$1.24T	58.08%	81 Outperform
AVGO	Broadcom	8.83%	$3.20M	$1.89T	133.46%	76 Outperform
ORCL	Oracle	8.04%	$2.91M	$628.71B	24.64%	67 Neutral
DKNG	DraftKings	4.95%	$1.79M	$31.68B	-16.29%	59 Neutral
MDGL	Madrigal Pharmaceuticals	4.72%	$1.71M	$12.91B	77.10%	56 Neutral
ICE	Intercontinental Exchange	4.44%	$1.61M	$89.54B	-0.25%	80 Outperform
HWM	Howmet Aerospace	4.26%	$1.54M	$77.86B	67.74%	67 Neutral
BA	Boeing	3.95%	$1.43M	$161.52B	22.10%	54 Neutral
MELI	Mercadolibre	3.68%	$1.33M	$105.87B	10.39%	77 Outperform

JXX Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

28.02

Positive

100DMA

27.54

Positive

200DMA

25.44

Positive

Market Momentum

MACD

0.13

Negative

RSI

58.80

Neutral

STOCH

90.77

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JXX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.63, equal to the 50-day MA of 28.02, and equal to the 200-day MA of 25.44, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 58.80 is Neutral, neither overbought nor oversold. The STOCH value of 90.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JXX.

JXX Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
JXX	―	―	$35.98M	0.57%	―
CEPI	―	―	$83.51M	0.85%	―
GPTY	―	―	$82.59M	1.06%	―
CCSO	―	―	$38.63M	0.35%	―
XPND	―	―	$36.82M	0.65%	―
GK	―	―	$27.74M	0.77%	―

Performance Comparison

JXX

Janus Henderson Transformational Growth ETF

28.45

3.07

12.10%

CEPI

REX Crypto Equity Premium Income ETF

―

GPTY

YieldMax AI & Tech Portfolio Option Income ETF

―

CCSO

Carbon Collective Climate Solutions U.S. Equity ETF

―

XPND

First Trust Expanded Technology 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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