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JPAN - ETF AI Analysis

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JPAN

Matthews Japan Active ETF (JPAN)

Rating:69Neutral
Price Target:
JPAN, the Matthews Japan Active ETF, has a solid overall rating driven mainly by strong Japanese blue-chip holdings like Hitachi, major financial groups Mitsubishi UFJ and Sumitomo Mitsui, and tech leaders such as Tokyo Electron and Sony, all supported by robust financial performance and generally positive outlooks. The rating is held back somewhat by weaker names like Kioxia and Panasonic, where high leverage, cash flow challenges, and mixed momentum add risk. The main risk factor is the fund’s concentration in Japanese companies, which ties its performance closely to Japan’s economic and market conditions.
Positive Factors
Strong Year-To-Date Performance
The fund has delivered strong gains so far this year, suggesting its strategy has worked well in recent market conditions.
Leading Japanese Holdings Performing Well
Several of the largest Japanese stocks in the portfolio have shown strong performance, helping drive the ETF’s overall returns.
Broad Sector Diversification Within Japan
The ETF spreads its investments across many sectors, including financials, technology, industrials, and consumer companies, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund charges a relatively high annual fee, which can eat into long-term returns compared with lower-cost ETFs.
Concentration in Japanese Market
With most of its assets in Japan and only a small amount in the U.S., the ETF is heavily exposed to economic and market risks specific to Japan.
Mixed Performance Among Top Holdings
While many top positions are strong performers, a few key holdings have been weak recently, which can drag on the fund’s overall results.

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

JPAN Summary

JPAN, the Matthews Japan Active ETF, is a fund that invests mainly in Japanese companies across many industries, rather than tracking a single index. It holds well-known names like Sony and Hitachi, along with banks, technology firms, and industrial companies, giving broad exposure to Japan’s economy. Someone might invest in JPAN to diversify beyond the U.S. market and tap into Japan’s potential for long-term growth, while benefiting from professional stock selection. A key risk is that the value of the ETF can rise or fall with the Japanese stock market, so returns may be volatile.
How much will it cost me?The Matthews Japan Active ETF (JPAN) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and expertise to select and adjust holdings compared to passively managed ETFs that track an index.
What would affect this ETF?The Matthews Japan Active ETF (JPAN) could benefit from Japan's technological innovation and strong industrial base, especially as global demand for advanced technology and manufacturing grows. However, challenges such as fluctuating interest rates, potential trade tensions, or slower economic growth in Japan could negatively impact sectors like consumer cyclical and financials. Active management and diversification across sectors may help mitigate risks while capitalizing on opportunities in Japan's evolving economy.

JPAN Top 10 Holdings

JPAN leans heavily on Japan’s financial giants, with Mitsubishi UFJ, Sumitomo Mitsui, Japan Post Bank, and ORIX all rising and doing much of the heavy lifting for the fund. On the growth side, chip-equipment names like Tokyo Electron and Advantest have been strong longer-term drivers, even if their recent moves look a bit mixed. Recruit Holdings adds another bright spot with a steadily improving trend. Offsetting some of that strength, industrial heavyweight Hitachi and global brand Sony have been lagging, acting as mild brakes on this Japan-only, finance-and-tech-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Mitsubishi UFJ Financial Group5.08%$487.02K¥40.94T44.76%
76
Outperform
Sumitomo Mitsui Financial Group4.33%$414.66K¥26.48T60.89%
77
Outperform
Tokyo Electron4.27%$409.48K¥25.42T76.13%
73
Outperform
Recruit Holdings Co3.85%$368.92K¥17.10T18.89%
67
Neutral
Sony3.40%$326.26K¥21.70T-17.56%
73
Outperform
Hitachi,Ltd.3.36%$322.27K¥22.11T-4.21%
77
Outperform
Advantest3.25%$311.33K¥17.80T154.79%
75
Outperform
Tokio Marine Holdings2.99%$286.40K¥15.67T24.75%
66
Neutral
ORIX2.69%$257.76K¥6.67T83.56%
80
Outperform
Japan Post Bank Co2.65%$254.32K¥11.64T51.52%
67
Neutral

JPAN Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
41.70
Negative
100DMA
40.08
Negative
200DMA
38.46
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JPAN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 41.63, equal to the 50-day MA of 41.70, and equal to the 200-day MA of 38.46, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JPAN.

JPAN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.53M0.79%
69
Neutral
$128.53M0.50%
66
Neutral
$80.19M0.60%
70
Outperform
$25.00M0.85%
63
Neutral
$24.35M0.72%
67
Neutral
$22.56M1.01%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JPAN
Matthews Japan Active ETF
39.92
7.74
24.05%
NBJP
Neuberger Berman Japan Equity ETF
JPY
Lazard Japanese Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
MJSC
MUFG Japan Small Cap 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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