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JUST - ETF AI Analysis

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JUST

Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST)

Rating:74Outperform
Price Target:
JUST, the Goldman Sachs JUST U.S. Large Cap Equity ETF, earns a solid overall rating thanks to major positions in high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance and long-term growth in areas such as cloud and AI. Additional support comes from Nvidia, Amazon, and Broadcom, whose AI and data center exposure further strengthen the fund’s outlook, though their premium valuations and some bearish or mixed technical signals introduce risk. The main risk factor is the ETF’s heavy tilt toward large U.S. technology and AI-focused companies, which can make performance more sensitive to shifts in tech valuations and market sentiment.
Positive Factors
Strong Overall Performance
The ETF has delivered strong returns so far this year, helped by gains over the last several months.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong performance, supporting the fund’s results.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for an actively screened large-cap ETF, which helps investors keep more of their returns.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which increases the fund’s sensitivity to swings in that sector.
High Concentration in a Few Mega-Cap Stocks
A small number of large companies make up a significant portion of the fund, raising the impact that any one stock’s weakness can have on performance.
Underperforming Key Holding
One major top holding has shown weak performance this year, which can drag on the fund despite strength in other positions.

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

JUST Summary

The Goldman Sachs JUST U.S. Large Cap Equity ETF (ticker: JUST) tracks the JUST US Large Cap Diversified Index, focusing on large, well-known U.S. companies that score well on social and environmental practices. It holds big names like Apple and Nvidia, and spreads investments across many sectors, with a strong tilt toward technology. Someone might invest in JUST to get broad exposure to major U.S. stocks while also supporting companies that aim to treat workers, communities, and the environment better. A key risk is that it is heavily exposed to large U.S. tech stocks, so its price can rise or fall sharply with that part of the market.
How much will it cost me?The expense ratio for the Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST) is 0.20%, which means you’ll pay $2 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on socially responsible investing, which may involve additional research and screening costs.
What would affect this ETF?The Goldman Sachs JUST U.S. Large Cap Equity ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, potential risks include economic slowdowns or regulatory changes that could impact large-cap companies, particularly in sectors like financials or communication services, which also have notable exposure in the fund. Broader market trends, such as interest rate hikes or shifts in consumer spending, could further influence the ETF's performance.

JUST Top 10 Holdings

JUST is leaning heavily on Big Tech and chipmakers, with Apple and Nvidia acting as the main engines of recent gains as both ride strong momentum in devices and AI. Microsoft and Amazon, once the market’s darlings, are more mixed and have been losing a bit of steam, softening the overall tech punch. Alphabet’s twin share classes add to the digital theme but have been choppy, while Micron’s earlier surge has cooled lately. With all holdings U.S.-based and tech dominating the lineup, the fund’s story is very much a bet on America’s innovation giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.15%$46.94M$5.42T19.49%
76
Outperform
Apple7.11%$40.94M$4.57T35.69%
79
Outperform
Microsoft6.01%$34.60M$3.71T-3.01%
79
Outperform
Amazon5.25%$30.26M$2.96T25.66%
71
Outperform
Alphabet Class A3.33%$19.20M$4.33T77.87%
85
Outperform
Broadcom3.12%$17.98M$2.04T38.99%
76
Outperform
Alphabet Class C2.71%$15.59M$4.33T76.48%
82
Outperform
JPMorgan Chase2.07%$11.94M$950.35B24.25%
72
Outperform
Eli Lilly & Co1.58%$9.11M$1.12T93.94%
72
Outperform
Micron1.54%$8.87M$991.12B595.93%
79
Outperform

JUST Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
107.11
Positive
100DMA
103.74
Positive
200DMA
99.87
Positive
Market Momentum
MACD
1.32
Negative
RSI
66.56
Neutral
STOCH
88.20
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JUST, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 108.27, equal to the 50-day MA of 107.11, and equal to the 200-day MA of 99.87, indicating a bullish trend. The MACD of 1.32 indicates Negative momentum. The RSI at 66.56 is Neutral, neither overbought nor oversold. The STOCH value of 88.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JUST.

JUST Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$576.18M0.20%
74
Outperform
$996.33M0.18%
73
Outperform
$967.43M0.15%
74
Outperform
$953.70M0.19%
72
Outperform
$943.95M0.25%
71
Outperform
$933.14M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
111.31
20.83
23.02%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
CVLC
Calvert US Large-Cap Core Responsible Index ETF
IUS
Invesco RAFI Strategic US ETF
SPHB
Invesco S&P 500 High Beta ETF
FTQI
First Trust Hedged BuyWrite Income 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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