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MJSC - ETF AI Analysis

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MJSC

MUFG Japan Small Cap Active ETF (MJSC)

Rating:68Neutral
Price Target:
MJSC, the MUFG Japan Small Cap Active ETF, has a solid overall rating driven mainly by holdings like Iyogin Holdings and Sojitz, which combine strong financial performance, bullish price momentum, and attractive or reasonable valuations with dividend support. The fund also benefits from other strong contributors such as Tokyo Tatemono and Fuji, though a few positions face issues like overbought technical signals, cash flow challenges, or high valuations, which slightly temper the overall score and highlight the risk that some stocks may be more volatile or financially stretched.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Several of the largest positions, such as Japan Steel Works and Kandenko, have delivered strong year-to-date gains that support the fund’s overall results.
Broad Sector Diversification Within Japan
Holdings spread across many sectors, led by Industrials, Technology, and Consumer Cyclical, help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns for investors.
Concentrated in Japan
With nearly all assets invested in Japanese companies, the ETF is heavily exposed to the economic and market conditions of a single country.
Small Fund Size
The relatively low assets under management may lead to lower trading liquidity and potentially wider bid-ask spreads for investors.

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

MJSC Summary

MJSC is the MUFG Japan Small Cap Active ETF, which focuses on smaller Japanese companies that the managers believe have room to grow. It does not track a fixed index, but instead actively picks stocks across many sectors, especially industrials and technology. Well-known names in the fund include Shizuoka Financial Group and Japan Steel Works. Investors might consider MJSC if they want growth potential and diversification into Japan’s small-company market. However, it is concentrated in Japanese small caps, which can be more volatile and can go up and down more sharply than larger, global stocks.
How much will it cost me?The MUFG Japan Small Cap Active ETF (MJSC) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and analysis to select investments.
What would affect this ETF?The MUFG Japan Small Cap Active ETF (MJSC) could benefit from Japan's economic recovery and increased global interest in small-cap companies, particularly in sectors like Industrials and Technology, which make up a significant portion of its holdings. However, challenges such as rising interest rates, currency fluctuations, or regulatory changes in Japan could negatively impact the fund's performance. Additionally, small-cap stocks are often more volatile, which may pose risks during periods of economic uncertainty.

MJSC Top 10 Holdings

MJSC is very much a Japan story, with all its top names rooted in the local small‑cap scene and a clear tilt toward industrials and financials. Fuji has been the real engine lately, rising sharply and giving the fund a strong industrial tailwind, while Sojitz and Tokyo Ohka Kogyo add extra lift with solid, rising trends of their own. Regional banks like Shizuoka Financial and Iyogin are also climbing, quietly boosting returns. The main drag is Penta-Ocean Construction, which has gone flat and feels like dead weight in an otherwise active portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Meiko Electronics Co., Ltd.2.19%$453.47K¥636.86B234.01%
76
Outperform
Kandenko Co., Ltd.1.99%$413.54K¥1.27T95.15%
69
Neutral
Japan Steel Works1.91%$396.80K¥710.28B46.74%
59
Neutral
Tokyo Tatemono Co1.91%$396.80K¥797.79B44.89%
78
Outperform
Fuji1.88%$389.11K¥500.56B110.08%
77
Outperform
Kyoto Financial Group,Inc.1.84%$381.65K¥1.26T81.20%
71
Outperform
Saizeriya Co1.80%$373.65K¥320.64B37.04%
67
Neutral
Hachijuni Bank1.76%$365.02K¥894.71B44.05%
76
Outperform
Sojitz1.75%$363.19K¥1.19T71.18%
76
Outperform
Tokyo Ohka Kogyo Co1.75%$363.09K¥1.04T129.56%
70
Outperform

MJSC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
55.21
Negative
100DMA
52.30
Positive
200DMA
Market Momentum
MACD
-0.25
Positive
RSI
44.21
Neutral
STOCH
28.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MJSC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 57.46, equal to the 50-day MA of 55.21, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 44.21 is Neutral, neither overbought nor oversold. The STOCH value of 28.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MJSC.

MJSC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$20.76M0.85%
68
Neutral
$116.80M0.50%
69
Neutral
$69.98M0.60%
70
Outperform
$23.90M0.85%
62
Neutral
$22.93M0.72%
68
Neutral
$7.32M0.79%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MJSC
MUFG Japan Small Cap Active ETF
55.19
5.01
9.98%
NBJP
Neuberger Berman Japan Equity ETF
JPY
Lazard Japanese Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator ETF
RAYJ
Rayliant SMDAM Japan Equity 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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