JAPN - ETF AI Analysis
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Horizon Kinetics Japan Owner Operator ETF (JAPN)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Performers Among Top Holdings
Several of the fund’s larger positions have shown strong year-to-date gains, helping offset weaker stocks in the portfolio.
Focused Exposure to Japanese Companies
The ETF is heavily invested in Japan, giving investors targeted access to Japanese owner-operator businesses in a single fund.
Broad Industry Mix Within Japan
Holdings spread across technology, communication services, consumer sectors, and other industries help reduce the impact of weakness in any one sector.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying with investors.
Recent Weak Year-to-Date Performance
The ETF’s overall performance so far this year has been weak, which may concern investors looking for steady growth.
Concentration in a Single Country
With most assets in Japan, the fund is highly sensitive to economic and market conditions in that one country.
JAPN vs. SPDR S&P 500 ETF (SPY)
AUM25.54M
RegionAsia-Pacific
Expense Ratio0.85%
Beta0.68
IssuerHorizon Kinetics
Inception DateMay 12, 2025
Dividend Yield0.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,394
30 Day Avg. Volume5,025
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JAPN Summary
JAPN is the Horizon Kinetics Japan Owner Operator ETF, an actively managed fund that invests in Japanese companies where leaders also own a meaningful stake in the business. It doesn’t track a set index, but focuses on the broad Japanese stock market, with holdings across technology, communication, and consumer companies. Well-known names in the fund include Furuno Electric and Pan Pacific International Holdings. Investors might consider JAPN for international diversification and potential long-term growth from owner-led businesses. A key risk is that it is concentrated in Japan, so its value can rise or fall with the Japanese stock market.
How much will it cost me?The Horizon Kinetics Japan Owner Operator ETF (JAPN) 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, focusing on a unique strategy of investing in owner-operated companies in Japan.
What would affect this ETF?The JAPN ETF could benefit from Japan's economic recovery and growth in sectors like technology and consumer cyclical, which make up a significant portion of its holdings. However, challenges such as global economic uncertainty, changes in interest rates, or regulatory shifts in Japan could negatively impact the performance of the ETF. Its focus on owner-operated companies may provide stability but could also limit exposure to larger, diversified firms.
JAPN Top 10 Holdings
JAPN leans into Japan’s owner‑operator theme with a tech and services tilt, and a handful of names doing most of the heavy lifting. M&A Capital Partners and FURYU are rising and helping drive returns, while Kotobuki Spirits has been a quiet star, adding some sweetness from the consumer side. Finatext is more of a wild card, with strong growth but mixed trading action, and Japan Elevator Service has been lagging and quietly tugging on performance. Overall, the fund is firmly rooted in Japan, with no global diversification in its top holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Furuno Electric Co., Ltd. | 9.92% | $2.54M | ¥225.52B | 43.43% | 76 Outperform | |
| M&A Capital Partners Co. Ltd. | 4.99% | $1.28M | ¥133.01B | 36.65% | 75 Outperform | |
| Finatext Holdings Ltd. | 4.56% | $1.17M | ¥71.27B | 11.04% | 55 Neutral | |
| Resorttrust | 4.31% | $1.10M | ¥380.18B | -4.90% | 63 Neutral | |
| FURYU CORP. | 4.27% | $1.09M | ¥39.81B | 31.81% | 64 Neutral | |
| Japan Elevator Service Holdings Co., Ltd. | 3.97% | $1.02M | ¥268.86B | -22.56% | 61 Neutral | |
| ― | 3.94% | $1.01M | ― | ― | ― | |
| ULS Group | 3.86% | $987.65K | ¥35.21B | 0.00% | 79 Outperform | |
| Hikari Tsushin, Inc. | 3.84% | $981.20K | ¥1.63T | -8.31% | 76 Outperform | |
| KeePer Technical Laboratory Co.Ltd. | 3.62% | $926.00K | ¥100.12B | -5.22% | 73 Outperform |
JAPN Technical Analysis
Positive
―
Price Trends
25.09
Positive
23.94
Positive
24.17
Positive
Market Momentum
0.16
Positive
57.95
Neutral
69.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JAPN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.58, equal to the 50-day MA of 25.09, and equal to the 200-day MA of 24.17, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 57.95 is Neutral, neither overbought nor oversold. The STOCH value of 69.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JAPN.
JAPN Peer Comparison
Comparison Results
Performance Comparison
JAPN
Horizon Kinetics Japan Owner Operator ETF
25.93
-2.63
-9.21%
NBJP
Neuberger Berman Japan Equity ETF
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―
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JPY
Lazard Japanese Equity ETF
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―
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RAYJ
Rayliant SMDAM Japan Equity ETF
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―
―
MJSC
MUFG Japan Small Cap Active ETF
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JPAN
Matthews Japan Active 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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