JXX - ETF AI Analysis
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Janus Henderson Transformational Growth ETF (JXX)
Rating:67Neutral
Price Target:―
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)
AUM31.62M
RegionNorth America
Expense Ratio0.57%
Beta1.24
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. Volume2,407
30 Day Avg. Volume6,074
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
34.88Price 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 |
|---|---|---|---|---|---|---|
| TSMC | 11.42% | $3.61M | $1.51T | 94.33% | 81 Outperform | |
| Amazon | 10.58% | $3.34M | $2.23T | 4.91% | 71 Outperform | |
| Oracle | 8.05% | $2.55M | $446.10B | 3.91% | 66 Neutral | |
| Broadcom | 7.97% | $2.52M | $1.53T | 64.75% | 76 Outperform | |
| Howmet Aerospace | 5.85% | $1.85M | $94.92B | 87.14% | 67 Neutral | |
| Intercontinental Exchange | 5.06% | $1.60M | $90.41B | -6.93% | 80 Outperform | |
| Boeing | 4.52% | $1.43M | $164.84B | 29.71% | 54 Neutral | |
| Madrigal Pharmaceuticals | 4.15% | $1.31M | $10.20B | 27.70% | 56 Neutral | |
| DraftKings | 4.05% | $1.28M | $22.92B | -31.69% | 59 Neutral | |
| Datadog | 3.96% | $1.25M | $43.93B | 22.32% | 69 Neutral |
JXX Technical Analysis
Negative
―
Price Trends
26.75
Negative
27.32
Negative
26.93
Negative
Market Momentum
-0.26
Negative
45.48
Neutral
25.28
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 25.83, equal to the 50-day MA of 26.75, and equal to the 200-day MA of 26.93, indicating a bearish trend. The MACD of -0.26 indicates Negative momentum. The RSI at 45.48 is Neutral, neither overbought nor oversold. The STOCH value of 25.28 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
Performance Comparison
JXX
Janus Henderson Transformational Growth ETF
25.69
3.07
13.57%
LFGY
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CEPI
REX Crypto Equity Premium Income ETF
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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XPND
First Trust Expanded Technology ETF
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GK
AdvisorShares Gerber Kawasaki ETF
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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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