JAPN - ETF AI Analysis
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Horizon Kinetics Japan Owner Operator ETF (JAPN)
JAPN, the Horizon Kinetics Japan Owner Operator ETF, earns a solid overall rating largely because several major holdings combine strong financial performance with reasonable valuations, such as Furuno Electric and ULS Group, which show healthy growth and supportive technical trends. Some other holdings, like Finatext Holdings and stocks with bearish momentum or signs of overvaluation, weigh on the fund’s rating and highlight the main risk: exposure to companies facing negative technical trends and potential valuation pressure within the Japanese market.
JAPN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 24.94M
- Region
- Asia-Pacific
- Expense Ratio
- 0.85%
- Beta
- 0.65
- Issuer
- Horizon Kinetics
- Inception Date
- May 12, 2025
- Dividend Yield
- 0.24%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
JAPN Summary
JAPN is the Horizon Kinetics Japan Owner Operator ETF, an actively managed fund that invests in Japanese companies where leaders own a big stake in the business. It focuses on the broad Japanese stock market, with a mix of technology, communication, and consumer-related companies. Some of its holdings include Furuno Electric and Hikari Tsushin. Investors might consider JAPN for international diversification and the potential benefits of investing in businesses where management’s interests are closely aligned with shareholders. A key risk is that the fund is heavily focused on Japan, so its value can rise or fall with the Japanese stock market and economy.
How much will it cost me?
This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 invested. That’s higher than the average ETF cost because JAPN is actively managed, with a specialized strategy focusing on owner-operated Japanese companies.
What would affect this ETF?
This Japan-focused ETF could benefit if the Japanese economy continues to grow, technology and communication services companies innovate, and owner-operator businesses maintain strong governance and long-term focus. On the downside, higher interest rates, slower consumer spending in Japan, or regulatory changes affecting tech and communication services firms could hurt performance, and its active, concentrated approach may lead to larger swings compared with more diversified funds.
JAPN Top 10 Holdings
JAPN leans into Japan’s tech and services scene, with owner‑operator names doing much of the heavy lifting. Furuno Electric is rising steadily and acts as a core engine for the fund, while fast-growing Finatext and FURYU add more punch despite some mixed trading signals. M&A Capital Partners and KeePer Technical Laboratory have also been supportive, staying mostly in an upward groove. On the flip side, Resorttrust and Japan Elevator Service are lagging and occasionally drag on returns. With all holdings in Japan, the ETF is a focused bet on domestically driven growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JP:6814 | Furuno Electric Co., Ltd. | 10.61% | $2.65M | JPY 246.34B | -17.79% | 76Outperform |
 JP:6080 | M&A Capital Partners Co. Ltd. | 4.81% | $1.20M | JPY 133.40B | 30.89% | 75Outperform |
 JP:4419 | Finatext Holdings Ltd. | 4.39% | $1.09M | JPY 68.22B | 13.88% | 55Neutral |
 JP:4681 | Resorttrust | 4.14% | $1.03M | JPY 380.83B | -0.73% | 63Neutral |
 JP:6238 | FURYU CORP. | 4.13% | $1.03M | JPY 40.16B | 41.97% | 64Neutral |
 JP:6544 | Japan Elevator Service Holdings Co., Ltd. | 3.90% | $972.69K | JPY 273.78B | -15.11% | 61Neutral |
 JP:3798 | ULS Group | 3.80% | $947.88K | JPY 34.41B | -23.91% | 79Outperform |
 JP:4194 | Visional, Inc. | 3.69% | $920.80K | JPY 387.20B | -8.78% | 73Outperform |
 JP:6036 | KeePer Technical Laboratory Co.Ltd. | 3.68% | $916.75K | JPY 102.90B | 1.76% | 73Outperform |
JAPN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JAPN, the sentiment is Neutral. The current price of 25.65 is below the 20-day moving average (MA) of 26.07, below the 50-day MA of 25.75, and above the 200-day MA of 24.19, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 44.19 is Neutral, neither overbought nor oversold. The STOCH value of 5.63 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JAPN.
JAPN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JAPN | $25.65 | $27.00(5.28% Upside) | $24.94M | 0.85% | 62Neutral |
 NBJP | $34.28 | ― | $123.22M | 0.50% | 68Neutral |
 JPY | $37.56 | $47.45(26.34% Upside) | $83.95M | 0.60% | 70Outperform |
 SMTJ | $22.78 | $29.97(31.61% Upside) | $83.88M | 0.86% | 61Neutral |
 MJSC | $57.68 | ― | $21.92M | 1.01% | 67Neutral |
 JPAN | $41.37 | $53.25(28.74% Upside) | $11.73M | 0.79% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JAPN | Horizon Kinetics Japan Owner Operator ETF | 25.65 | -1.46 | -5.40% | |
| NBJP | Neuberger Berman Japan Equity ETF | 34.27 | 4.36 | 14.57% | |
| JPY | Lazard Japanese Equity ETF | 37.56 | 6.40 | 20.55% | |
| SMTJ | Synera Funds Takumi+ ETF | 22.77 | -2.08 | -8.35% | |
| MJSC | MUFG Japan Small Cap Active ETF | 57.68 | 8.69 | 17.75% | |
| JPAN | Matthews Japan Active ETF | 41.37 | 5.66 | 15.86% |
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.