FJP - ETF AI Analysis
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First Trust Japan AlphaDEX Fund (FJP)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, consumer cyclical, technology, financials, and others, help reduce the impact if any single industry struggles.
Several Strong Top Holdings
A number of the largest positions, particularly in shipping, energy, and insurance, have shown strong performance, supporting the fund’s overall results.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy Concentration in Japan
With most assets invested in Japanese companies, the ETF is highly sensitive to Japan’s economic and market conditions and offers limited global diversification.
Mixed Performance Among Top Holdings
Some major holdings, including a railway, auto maker, and utility, have shown weak or negative performance, which can drag on the fund if those trends continue.
FJP vs. SPDR S&P 500 ETF (SPY)
AUM267.10M
RegionAsia-Pacific
Expense Ratio0.80%
Beta0.80
IssuerFirst Trust
Inception DateApr 18, 2011
Dividend Yield2.5%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX Japan Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,420
30 Day Avg. Volume9,652
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
89.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering99
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FJP Summary
FJP is an exchange-traded fund that follows the NASDAQ AlphaDEX Japan Index, focusing on a wide range of Japanese companies chosen for their growth and value potential. It holds businesses across many sectors, including industrials, consumer companies, and technology. Well-known names in the fund include Central Japan Railway Company and Japan Airlines. Someone might invest in FJP to diversify internationally and tap into Japan’s long-term economic growth. However, because it is heavily invested in Japanese stocks, its value can go up and down with changes in Japan’s stock market and economy.
How much will it cost me?The First Trust Japan AlphaDEX Fund (FJP) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, using a specialized methodology to select stocks based on value and growth factors.
What would affect this ETF?The First Trust Japan AlphaDEX Fund (FJP) could benefit from Japan's ongoing economic recovery and growth in industrial and consumer cyclical sectors, which make up a significant portion of its holdings. However, potential risks include global economic slowdowns, fluctuations in energy prices affecting key holdings like INPEX, and regulatory changes in Japan that could impact industries such as utilities and transportation. Additionally, currency fluctuations between the yen and other major currencies could influence returns for international investors.
FJP Top 10 Holdings
FJP is leaning heavily into Japan’s industrial and transportation backbone, with shipping giants Mitsui OSK Lines, Nippon Yusen, and Kawasaki Kisen setting the pace as rising leaders in the portfolio. Energy player INPEX and utility Kansai Electric are also pulling their weight, adding steady support from more defensive corners of the market. On the flip side, Central Japan Railway and Japan Airlines are lagging, suggesting that travel-related names are losing steam. Overall, this is a Japan-only, industrials-heavy fund where logistics and energy are driving the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nippon Yusen Kabushiki Kaisha | 2.39% | $6.39M | $18.85B | 27.11% | 77 Outperform | |
| Kawasaki Kisen Kaisha | 2.34% | $6.27M | ¥2.11T | 8.24% | 70 Outperform | |
| Mitsui OSKLines | 2.32% | $6.21M | ¥2.55T | 41.19% | 73 Outperform | |
| Kansai Electric Power Company | 2.22% | $5.95M | ¥3.17T | 37.41% | 75 Outperform | |
| INPEX | 2.06% | $5.52M | ¥4.71T | 55.68% | 79 Outperform | |
| Idemitsu Kosan Co | 1.88% | $5.05M | ¥2.01T | 39.66% | 63 Neutral | |
| Central Japan Railway Company | 1.87% | $5.02M | ¥3.60T | 9.38% | 75 Outperform | |
| Dai-ichi Life Holdings | 1.81% | $4.86M | ¥6.78T | 45.50% | 69 Neutral | |
| Suzuki Motor | 1.79% | $4.80M | ¥4.01T | -4.73% | 72 Outperform | |
| Japan Airlines Co | 1.78% | $4.77M | ¥1.30T | -19.35% | 68 Neutral |
FJP Technical Analysis
Positive
―
Price Trends
76.09
Positive
76.16
Positive
74.12
Positive
Market Momentum
0.48
Negative
55.16
Neutral
51.26
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FJP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.22, equal to the 50-day MA of 76.09, and equal to the 200-day MA of 74.12, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 55.16 is Neutral, neither overbought nor oversold. The STOCH value of 51.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FJP.
FJP Peer Comparison
Comparison Results
Performance Comparison
FJP
First Trust Japan AlphaDEX Fund
78.14
13.37
20.64%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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OPPJ
WisdomTree Japan Opportunities Fund
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FLJH
Franklin FTSE Japan Hedged ETF
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JPXN
iShares Japan Large-Cap
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GSJY
Goldman Sachs ActiveBeta Japan Equity 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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