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Janus Henderson Mid Cap Growth Alpha ETF (JMID)



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Upturn Advisory Summary
08/14/2025: JMID (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -3.27% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.17 - 30.21 | Updated Date 06/28/2025 |
52 Weeks Range 22.17 - 30.21 | Updated Date 06/28/2025 |
Upturn AI SWOT
Janus Henderson Mid Cap Growth Alpha ETF
ETF Overview
Overview
The Janus Henderson Mid Cap Growth Alpha ETF (JSMD) seeks long-term growth of capital by investing in a diversified portfolio of mid-capitalization U.S. companies with strong growth potential. The fund utilizes a proprietary, research-driven investment process to identify companies with attractive earnings growth and competitive advantages.
Reputation and Reliability
Janus Henderson is a well-established global asset manager with a long history and a strong reputation in the financial industry.
Management Expertise
The management team consists of experienced investment professionals with expertise in growth investing and fundamental analysis.
Investment Objective
Goal
The fund aims for long-term growth of capital.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy, selecting stocks based on fundamental research and growth potential, rather than tracking a specific index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies deemed to have high growth potential.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1103000000
Competitors
Key Competitors
- IWP
- IJH
- VOT
- XJH
Competitive Landscape
The mid-cap growth ETF space is competitive. JSMD differentiates itself through its active management and proprietary stock selection process, which aims to deliver alpha. A potential disadvantage is higher expense ratio compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: The fund's performance should be compared to the Russell Midcap Growth Index or similar benchmarks.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF exhibits adequate liquidity, as evidenced by its average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks are key factors influencing JSMD's performance.
Growth Trajectory
JSMD's growth trajectory depends on the performance of its stock selections and its ability to generate alpha through active management. Strategy and holdings evolve based on research and market conditions.
Moat and Competitive Advantages
Competitive Edge
JSMD's competitive advantage lies in its active management approach and rigorous stock selection process. Janus Henderson's research capabilities and experienced management team are key differentiators. The fund seeks to identify undervalued growth opportunities in the mid-cap space. This focus can provide a competitive edge over passive strategies, potentially leading to higher returns.
Risk Analysis
Volatility
JSMD's volatility is expected to be higher than broad market ETFs due to its focus on growth stocks.
Market Risk
JSMD is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks within its holdings.
Investor Profile
Ideal Investor Profile
JSMD is suitable for investors seeking long-term capital appreciation and willing to accept a higher level of risk associated with growth stocks.
Market Risk
JSMD is best suited for long-term investors with a growth-oriented investment objective. It may not be appropriate for risk-averse investors or those seeking income.
Summary
Janus Henderson Mid Cap Growth Alpha ETF (JSMD) is an actively managed ETF that targets mid-cap growth companies. It leverages Janus Henderson's research and management expertise to deliver alpha. The fund's suitability lies with investors who have a long-term investment horizon and are comfortable with potentially higher volatility in the pursuit of capital appreciation. As an actively managed fund, it carries a higher expense ratio. Investors should assess their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Janus Henderson Website
- ETF.com
- Morningstar
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Janus Henderson Mid Cap Growth Alpha ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of mid-capitalization ("mid cap") companies selected for their growth potential. The advisor uses an active, systematic strategy designed to select mid-sized capitalization growth stocks using a proprietary quantitative methodology.

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