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JXX - ETF AI Analysis

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JXX

Janus Henderson Transformational Growth ETF (JXX)

Rating:63Neutral
Price Target:
JXX, the Janus Henderson Transformational Growth ETF, has a solid but not top-tier rating, reflecting a mix of strong growth leaders and a few more challenging holdings. High-quality positions like TSM, AMZN, and AVGO support the fund’s rating through strong financial performance and clear growth opportunities in AI and cloud technologies, even though their valuations are on the expensive side. Weaker names such as Boeing and Madrigal Pharmaceuticals, which face profitability and cash-flow pressures, along with some concentration in tech and AI-related themes, introduce added risk and help explain why the rating is not higher.
Positive Factors
Strong Recent Performance
The ETF has shown strong short-term momentum, with especially solid gains over the past month.
Leading Growth Companies in Top Holdings
Several major positions like Amazon, TSMC, Broadcom, Howmet Aerospace, and Nebius Group have delivered strong year-to-date results, helping drive the fund’s overall performance.
Growth-Focused Sector Mix
Heavy exposure to technology, consumer cyclical, and health care positions the fund to benefit when growth-oriented sectors are performing well.
Negative Factors
High Stock Concentration
A small number of holdings make up a large share of the portfolio, which increases the impact if any of these companies run into trouble.
Several Weak Top Holdings
Notable positions such as Oracle, Madrigal Pharmaceuticals, Intercontinental Exchange, and Datadog have shown weak year-to-date performance, which can drag on returns.
Limited Geographic Diversification
The fund is invested almost entirely in U.S. companies, offering little protection if the U.S. market underperforms other regions.

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

JXX Summary

The Janus Henderson Transformational Growth ETF (JXX) is an actively managed fund that focuses on innovative, mostly U.S. companies, especially in technology and healthcare. It doesn’t track a set index, but instead picks about 20–30 large, fast-growing businesses that are helping drive trends like artificial intelligence and medical breakthroughs. Well-known holdings include Amazon and TSMC. Someone might invest in JXX for long-term growth and exposure to cutting-edge companies in one simple investment. However, because it is concentrated in a small number of growth and tech-focused stocks, its price can rise and fall sharply.
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 heavily into U.S.-listed tech and innovation, with Amazon and TSMC acting as twin engines of growth thanks to steadily rising momentum in e-commerce, cloud, and cutting-edge chips. Broadcom and Oracle add more AI firepower, though their recent moves have been a bit more mixed, with some signs of fatigue after strong runs. On the industrial side, Howmet is quietly pulling its weight, while Boeing is more of a problem child, dragging on results as it works through ongoing operational and financial turbulence.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon11.17%$2.95M$2.86T32.50%
71
Outperform
TSMC11.14%$2.94M$1.86T110.71%
81
Outperform
Broadcom8.65%$2.28M$1.96T81.07%
76
Outperform
Oracle7.87%$2.08M$552.43B23.15%
66
Neutral
Howmet Aerospace5.51%$1.45M$102.65B55.40%
67
Neutral
Datadog5.24%$1.38M$79.14B94.23%
69
Neutral
Intercontinental Exchange4.24%$1.12M$86.51B-13.14%
80
Outperform
Boeing4.18%$1.10M$172.65B8.23%
54
Neutral
Legence Corp. Class A4.07%$1.07M$8.81B
Forgent Power Solutions, Inc. Class A4.07%$1.07M$14.58B

JXX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.90
Positive
100DMA
27.38
Positive
200DMA
27.55
Positive
Market Momentum
MACD
0.83
Positive
RSI
64.55
Neutral
STOCH
51.33
Neutral
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 30.32, equal to the 50-day MA of 27.90, and equal to the 200-day MA of 27.55, indicating a bullish trend. The MACD of 0.83 indicates Positive momentum. The RSI at 64.55 is Neutral, neither overbought nor oversold. The STOCH value of 51.33 is Neutral, 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
$26.46M0.57%
63
Neutral
$45.97M0.35%
68
Neutral
$38.27M0.65%
77
Outperform
$35.09M0.69%
68
Neutral
$30.62M0.77%
71
Outperform
$7.27M0.99%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JXX
Janus Henderson Transformational Growth ETF
31.10
7.57
32.17%
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
XPND
First Trust Expanded Technology ETF
LRNZ
TrueShares Technology, AI & Deep Learning ETF
GK
AdvisorShares Gerber Kawasaki ETF
VICE
AdvisorShares Vice 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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