JXX - ETF AI Analysis
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Janus Henderson Transformational Growth ETF (JXX)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its growth-focused strategy has recently been working well for investors.
Leading Growth Stocks in Top Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong performance and helped drive the fund’s returns.
Sector Diversification Across Growth Areas
Holdings spread across technology, health care, consumer cyclical, and industrials help reduce the impact if any one growth sector hits a rough patch.
Negative Factors
High Concentration in a Few Stocks
A small number of companies make up a large share of the portfolio, which increases the risk if any of these key holdings stumble.
Notable Underperformers Among Top Holdings
Some major positions have shown weak or negative performance recently, which can drag on the ETF’s overall results even when other holdings are doing well.
Heavy U.S. and Technology Exposure
With almost all assets in U.S. stocks and a large tilt toward technology, the fund is sensitive to downturns in the U.S. growth and tech markets and offers little geographic diversification.
JXX vs. SPDR S&P 500 ETF (SPY)
AUM23.60M
RegionNorth America
Expense Ratio0.57%
Beta1.35
IssuerJanus Henderson
Inception DateFeb 04, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,192
30 Day Avg. Volume1,522
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
42.24Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JXX Summary
Janus Henderson Transformational Growth ETF (JXX) is an actively managed fund that focuses on big, innovative companies, mainly in technology and healthcare, rather than tracking a fixed index. It aims to find businesses leading major trends like artificial intelligence and medical breakthroughs. Well-known holdings include Amazon and TSMC, along with other firms seen as shaping the future of their industries. Someone might invest in JXX for long-term growth and to get exposure to several fast-growing themes in one fund. However, because it leans heavily on tech and healthcare, its price can swing a lot and may rise or fall more than the overall market.
How much will it cost me?The Janus Henderson Transformational Growth ETF (JXX) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and oversight to select innovative companies driving growth in sectors like AI and healthcare.
What would affect this ETF?The Janus Henderson Transformational Growth ETF (JXX) could benefit from continued advancements in AI and healthcare innovation, as these sectors are key drivers of growth and are heavily represented in the fund's holdings. However, rising interest rates or economic slowdowns could negatively impact high-growth companies, particularly in technology and consumer cyclical sectors, which make up a significant portion of the ETF's portfolio. Regulatory changes in healthcare or technology could also pose risks to the fund's performance.
JXX Top 10 Holdings
JXX is leaning hard into innovation, with a tech-and-AI spine that’s doing most of the heavy lifting. TSMC and Amazon are rising and helping drive returns, while Broadcom looks more mixed, no longer the runaway engine it was earlier in the year. On the healthcare side, UnitedHealth and Danaher are steady contributors, offering a bit of ballast against choppier names. Smaller AI plays like Nebius and Lumentum are more volatile, sometimes boosting performance, sometimes tugging it back. Overall, it’s a U.S.-centric, tech-and-healthcare growth story with a few high-octane outliers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TSMC | 12.21% | $2.80M | $2.02T | 64.84% | 81 Outperform | |
| Amazon | 7.68% | $1.76M | $2.69T | 13.60% | 71 Outperform | |
| Oracle | 7.44% | $1.71M | $421.93B | -51.63% | 66 Neutral | |
| Broadcom | 6.95% | $1.59M | $1.67T | 5.46% | 76 Outperform | |
| Forgent Power Solutions, Inc. Class A | 5.62% | $1.29M | $11.86B | ― | ― | |
| Advanced Micro Devices | 4.86% | $1.12M | $1.03T | 295.48% | 73 Outperform | |
| Nebius Group | 4.61% | $1.06M | $66.19B | 120.36% | 46 Neutral | |
| Howmet Aerospace | 4.53% | $1.04M | $91.48B | 20.36% | 67 Neutral | |
| Danaher | 4.45% | $1.02M | $157.31B | 21.45% | 75 Outperform | |
| UnitedHealth | 4.24% | $973.15K | $336.61B | 9.45% | 72 Outperform |
JXX Technical Analysis
Neutral
―
Price Trends
31.32
Negative
31.50
Negative
29.27
Positive
Market Momentum
0.03
Negative
49.49
Neutral
37.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JXX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 31.25, equal to the 50-day MA of 31.32, and equal to the 200-day MA of 29.27, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 49.49 is Neutral, neither overbought nor oversold. The STOCH value of 37.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JXX.
JXX Peer Comparison
Comparison Results
Performance Comparison
JXX
Janus Henderson Transformational Growth ETF
31.31
3.06
10.83%
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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―
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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XPND
First Trust Expanded Technology ETF
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―
―
GK
AdvisorShares Gerber Kawasaki ETF
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―
―
TMGN
TappAlpha Cboe Magnificent 10 Growth & Daily Income 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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