Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD)

Overview

The Janus Henderson Small/Mid Cap Growth Alpha ETF (JHML) is an actively managed ETF that seeks long-term capital appreciation by investing in a diversified portfolio of small- and mid-cap U.S. companies exhibiting strong growth potential. The fund aims to generate alpha through security selection, focusing on companies with superior earnings growth, strong management teams, and innovative business models.

Reputation and Reliability

Janus Henderson Investors is a well-established global asset manager with a long history and a strong reputation for investment expertise.

Management Expertise

Janus Henderson has a dedicated team of experienced portfolio managers and analysts specializing in small- and mid-cap growth investing.

Goal

To achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed; focuses on stock selection within the small- and mid-cap growth space.

Composition Primarily invests in common stocks of U.S. small- and mid-cap companies.

Market Share: JHML holds a small market share compared to its competitors in the small/mid cap growth category.

Total Net Assets (AUM): 144500000

Key Competitors

• IWO
• VON
• XTMS

Competitive Landscape

The small/mid-cap growth ETF market is highly competitive. JHML's active management aims to outperform passive index trackers, offering the potential for higher returns but also carrying higher fees and risks compared to competitors. Its success depends heavily on the skill of its portfolio managers.

Historical Performance: Historical performance data is available through various financial data providers. Due to the nature of LLMs, this is unavailable.

Benchmark Comparison: A benchmark comparison is available through various financial data providers. Due to the nature of LLMs, this is unavailable.

Expense Ratio: 0.5

Average Trading Volume

The average trading volume of JHML is moderate, and varies depending on market conditions.

Bid-Ask Spread

The bid-ask spread of JHML is generally narrow, indicating efficient trading.

Market Environment Factors

Economic growth, interest rates, and investor sentiment towards small- and mid-cap stocks can significantly influence JHML's performance. Sector-specific trends and innovation also play a crucial role.

Growth Trajectory

JHML's growth depends on its ability to attract and retain assets under management by consistently delivering strong risk-adjusted returns. Strategy and holdings will adapt based on market conditions and evolving company fundamentals.

Competitive Edge

JHML's competitive advantage lies in Janus Henderson's established research capabilities and the portfolio management team's expertise in identifying high-growth small- and mid-cap companies. The active management approach allows for flexibility in responding to market changes and exploiting investment opportunities. A focus on companies with strong earnings growth, innovative business models, and effective management teams contributes to its competitive edge. The fund differentiates itself through its disciplined investment process and rigorous fundamental analysis.

Volatility

JHML is subject to the volatility of small- and mid-cap stocks, which tend to be more volatile than large-cap stocks.

Market Risk

The performance of JHML is subject to overall market risk, as well as specific risks associated with the small- and mid-cap sectors, including liquidity risk, regulatory risk, and economic sensitivity.

Ideal Investor Profile

JHML is suitable for investors seeking long-term capital appreciation and willing to accept the higher risk associated with small- and mid-cap stocks.

Market Risk

JHML is best suited for long-term investors with a higher risk tolerance looking for growth potential and diversification within their portfolios.

The Janus Henderson Small/Mid Cap Growth Alpha ETF is an actively managed fund focused on generating long-term capital appreciation by investing in small- and mid-cap growth companies. Its success depends on the expertise of its management team and its ability to identify high-growth opportunities. The fund is subject to the volatility of small- and mid-cap stocks and is best suited for investors with a long-term investment horizon and a higher risk tolerance. The fund's performance is heavily influenced by the economic environment, interest rates and investor sentiment towards small- and mid-caps, making its future growth contingent on adapting to market dynamics and maintaining a disciplined investment process.

Data Sources:

• Janus Henderson Investors website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is an estimate and might not be precise.