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Upturn AI SWOT - About
Janus Henderson U.S. Real Estate ETF (JRE)
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Upturn Advisory Summary
10/24/2025: JRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.47% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 20.88 - 26.31 | Updated Date 06/29/2025 |
52 Weeks Range 20.88 - 26.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Janus Henderson U.S. Real Estate ETF
ETF Overview
Overview
The Janus Henderson U.S. Real Estate ETF (FRI) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE NAREIT Equity REITs Index. It focuses on investing in U.S. real estate investment trusts (REITs), reflecting the performance of the listed REIT sector.
Reputation and Reliability
Janus Henderson is a well-established global asset manager with a long history in the financial industry.
Management Expertise
Janus Henderson has a dedicated team of investment professionals managing various ETFs, including real estate-focused funds, with experience in sector-specific investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE NAREIT Equity REITs Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the FTSE NAREIT Equity REITs Index.
Composition The ETF holds stocks of companies included in the FTSE NAREIT Equity REITs Index, primarily REITs across various property sectors.
Market Position
Market Share: FRI's market share within the real estate ETF sector is moderate, competing with larger, more established funds.
Total Net Assets (AUM): 79830000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares Core U.S. REIT ETF (USRT)
Competitive Landscape
The real estate ETF market is dominated by a few large players like VNQ and XLRE. FRI faces strong competition and needs to differentiate itself through potentially lower fees or a more focused investment approach. FRI's smaller size can limit its liquidity compared to competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial websites. Data is not being generated at this time
Benchmark Comparison: FRI's performance should closely track the FTSE NAREIT Equity REITs Index, with any deviations primarily due to fees and expenses.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
FRI exhibits moderate trading volume, reflecting its smaller AUM compared to larger real estate ETFs.
Bid-Ask Spread
FRI's bid-ask spread can fluctuate, particularly during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
FRI's performance is influenced by factors such as interest rates, economic growth, inflation, and the overall health of the real estate market.
Growth Trajectory
The growth trajectory of FRI depends on investor demand for REIT exposure and its ability to attract assets from competing ETFs.
Moat and Competitive Advantages
Competitive Edge
FRI's competitive edge, if any, would depend on its specific index tracking, expense ratio, and investor preferences. It benefits from the brand reputation of Janus Henderson. However, given its size, it doesn't possess a strong competitive moat compared to larger, more established funds. Its lower expense ratio compared to some competitors could be a minor advantage in a cost-sensitive market.
Risk Analysis
Volatility
FRI's volatility is similar to other REIT ETFs, reflecting the inherent volatility of the real estate sector and interest rate sensitivity.
Market Risk
FRI is exposed to market risk, including the risk of declining real estate values, rising interest rates, and changes in economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor for FRI is someone seeking exposure to the U.S. REIT market as part of a diversified portfolio.
Market Risk
FRI is suitable for long-term investors seeking passive exposure to the real estate sector and comfortable with the associated risks.
Summary
Janus Henderson U.S. Real Estate ETF (FRI) provides exposure to U.S. REITs, tracking the FTSE NAREIT Equity REITs Index. It faces stiff competition from larger ETFs in the sector, and its performance mirrors that of the index it tracks, less expenses. Its suitability lies with long-term investors seeking real estate exposure at low cost. Its future growth depends on its ability to attract assets amidst a competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Janus Henderson Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may vary across different sources.
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 U.S. Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. It may also invest up to 15% of its net assets in securities of Canadian issuers. The fund is non-diversified.
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