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- Upturn Summary
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Upturn AI Summary
MUFG Japan Small Cap Active ETF(MJSC)
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 MJSC
10/28/2026: MJSC (2-star) is currently NOT-A-BUY. Pass it for now.
MJSC provides active exposure to the Japanese small-cap equity market, leveraging MUFG's local research expertise. Its core strength lies in active stock selection, aiming to identify growth opportunities that passive benchmarks might miss. It is best suited for long-term investors seeking specialized geographic exposure, though it carries higher volatility and currency risks compared to broad-market funds. Investors should monitor corporate governance trends in Japan and fluctuations in the Yen, as these are critical drivers of the fund's performance.
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 | Strong fit | The fund targets small-cap companies with potential for long-term capital appreciation. |
| Momentum investor | Mixed fit | Active management can capture momentum, but success is conditional on the manager's ability to time entries. |
| Value investor | Strong fit | Small-cap Japanese stocks often trade at valuation discounts that active managers can exploit. |
| Dividend/Income investor | Weak fit | The primary objective is capital growth rather than consistent income generation. |
| Low-risk investor | Weak fit | Small-cap international equities carry higher inherent volatility and market risk. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to Japanese small-cap growth, who are comfortable with higher volatility and believe in active management.
Suitability
Best suited for long-term investors looking to diversify a global portfolio with specific Japanese small-cap exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are inherently more volatile than their large-cap counterparts. |
| Market risk | Medium / high | The fund is subject to the systemic risks of the Japanese equity market. |
| Concentration | Medium | Focusing exclusively on small-cap Japan limits diversification across global sectors. |
| Tracking/expense | Medium | Higher active management fees can impact net returns compared to passive index funds. |
| Liquidity | Medium / high | Underlying small-cap stocks may experience lower liquidity, impacting trade execution. |
| Business/sector quality | Medium | Smaller firms may have less robust financial cushions during economic downturns. |
Risk Analysis
Volatility
MJSC experiences higher volatility due to its concentration in small-cap stocks, which are more sensitive to market sentiment and liquidity constraints.
Market Risk
The fund is heavily exposed to Japanese domestic market factors and currency risk, making it sensitive to policy shifts by the Bank of Japan.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Japanese Equities | 98 | The fund provides concentrated exposure to the Japanese small-cap equity market. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and daily operations. |
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 -3.17% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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