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Janus Henderson Small Cap Growth Alpha ETF (JSML)
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Upturn Advisory Summary
11/05/2025: JSML (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 42.96% | Avg. Invested days 97 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.31 | 52 Weeks Range 52.84 - 73.34 | Updated Date 06/29/2025 |
52 Weeks Range 52.84 - 73.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Janus Henderson Small Cap Growth Alpha ETF
ETF Overview
Overview
The Janus Henderson Small Cap Growth Alpha ETF (JSML) is an actively managed fund that seeks long-term growth of capital by investing in a diversified portfolio of small-cap companies that demonstrate strong growth potential.
Reputation and Reliability
Janus Henderson is a well-established global asset manager with a long history and a reputation for providing diverse investment solutions.
Management Expertise
Janus Henderson has experienced portfolio managers and analysts specializing in small-cap growth investing.
Investment Objective
Goal
The fund aims to achieve long-term growth of capital.
Investment Approach and Strategy
Strategy: The fund is actively managed, meaning it does not track a specific index. The managers use fundamental research to identify companies with above-average growth prospects.
Composition The ETF primarily holds stocks of small-cap companies.
Market Position
Market Share: JSML holds a relatively small market share compared to larger, passively managed small-cap growth ETFs.
Total Net Assets (AUM): 166000000
Competitors
Key Competitors
- IWO
- VBK
- SCHA
- XSMO
Competitive Landscape
The small-cap growth ETF market is competitive, with many passive and active funds available. JSML differentiates itself through its active management and focus on identifying companies with strong growth characteristics, but this approach also introduces the risk of underperformance relative to passively managed alternatives.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Refer to the ETF's official website or financial data providers for historical performance figures.
Benchmark Comparison: The ETF's performance should be compared against a relevant small-cap growth index, such as the Russell 2000 Growth Index, to evaluate its effectiveness.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks all influence the performance of JSML.
Growth Trajectory
JSML's growth trajectory depends on the management team's ability to identify and invest in high-growth small-cap companies, and changes in market conditions that favour small-cap growth stocks.
Moat and Competitive Advantages
Competitive Edge
JSML's competitive advantage lies in its active management and experienced portfolio management team. This team utilizes fundamental research and a disciplined investment process to identify small-cap companies that are believed to have above-average growth potential. The active management approach also enables the fund to potentially outperform passively managed benchmarks by taking advantage of market inefficiencies. This approach, however, adds more risk and uncertainty.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so JSML is expected to exhibit higher volatility.
Market Risk
JSML is subject to market risk, which is the risk that the overall stock market declines, leading to losses in the fund's portfolio. Small-cap companies are susceptible to liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is seeking long-term growth potential and is comfortable with the higher volatility associated with small-cap stocks.
Market Risk
JSML is best suited for long-term investors with a moderate to high risk tolerance.
Summary
Janus Henderson Small Cap Growth Alpha ETF (JSML) is an actively managed fund targeting long-term capital growth through investments in small-cap companies. With a moderate expense ratio, the fund aims to outperform its benchmark by identifying companies with strong growth potential. Investors should be aware of the inherent volatility of small-cap stocks and the potential for the fund to underperform its benchmark. Investors should conduct thorough research before investing, considering their own risk tolerance and investment objectives.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Janus Henderson Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence.
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 Small 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 small-sized capitalization ("small cap") companies selected for their growth potential. For purposes of the 80% policy, the fund's managers consider small cap companies to be those whose market capitalization falls within the 12-month range of the Russell 2000TM Growth Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.