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Lazard Japanese Equity ETF(JPY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JPY
11/13/2026: JPY (3-star) is currently NOT-A-BUY. Pass it for now.
The Lazard Japanese Equity ETF (JPY) is an actively managed fund that provides exposure to Japanese equities by focusing on companies with solid fundamentals and attractive valuations. Its primary strength lies in the active research expertise of Lazard Asset Management, which aims to outperform passive market indices. The fund is best suited for long-term investors looking for active management within Japan, though they should be aware of the risks including higher expense ratios, lower trading liquidity, and currency volatility. Investors should monitor the fund’s relative performance against passive Japanese ETFs and the evolving corporate governance landscape in Japan.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund focuses on quality and valuation rather than pure growth, though it participates in Japanese growth sectors. |
| Momentum investor | Weak fit | Active fundamental management often ignores short-term price momentum in favor of long-term intrinsic value. |
| Value investor | Strong fit | The fund's core strategy centers on identifying undervalued companies with solid financial foundations. |
| Dividend/Income investor | Mixed fit | While many Japanese companies pay dividends, the fund's primary goal is capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | Exposure to international equities and foreign currency markets entails inherent volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual seeking long-term capital appreciation in the Japanese market and believes in the value of active management over passive indexing.
Suitability
This ETF is best suited for long-term investors looking for a core-satellite or diversified international portfolio holding, rather than active short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Japanese equity markets are subject to global economic cycles and currency fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to the general performance of the Japanese stock market. |
| Concentration | Medium | Active strategies may lead to higher concentration in specific sectors compared to broad-market indices. |
| Tracking/expense | Low | As an active fund, tracking error is expected, and the expense ratio is higher than passive alternatives. |
| Liquidity | Medium | Lower trading volume may make it more difficult to buy or sell shares without impacting the price. |
| Business/sector quality | Medium | The quality of underlying holdings depends heavily on the manager's security selection effectiveness. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
JPY exhibits volatility consistent with the Japanese equity market and active portfolio management, impacted by both regional economic conditions and global market sentiment.
Market Risk
The fund carries systemic market risk inherent in equity investing, alongside currency risk due to its exposure to the Japanese Yen.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Japanese Equities | 98 | The fund is almost entirely invested in Japanese companies, providing concentrated exposure to the Japanese economy. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is held for liquidity management and to facilitate trade execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.33% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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