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Upturn AI SWOT - About
Janus Henderson U.S. Sustainable Equity ETF (SSPX)
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Upturn Advisory Summary
08/14/2025: SSPX (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 18.79% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 23.59 - 30.81 | Updated Date 06/29/2025 |
52 Weeks Range 23.59 - 30.81 | Updated Date 06/29/2025 |
Upturn AI SWOT
Janus Henderson U.S. Sustainable Equity ETF
ETF Overview
Overview
The Janus Henderson U.S. Sustainable Equity ETF (JUSA) seeks long-term growth of capital by investing in U.S. companies that demonstrate sustainable business practices. It focuses on companies with strong Environmental, Social, and Governance (ESG) profiles and positive impact on society.
Reputation and Reliability
Janus Henderson is a well-established global asset manager with a long history of providing investment solutions.
Management Expertise
Janus Henderson has a dedicated team of investment professionals with experience in sustainable investing and fundamental research.
Investment Objective
Goal
Seeks long-term growth of capital.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on their ESG characteristics and financial metrics.
Composition The ETF primarily holds U.S. equities that meet specific ESG criteria. The sector allocation varies based on stock selection.
Market Position
Market Share: Market share data is not readily available for this specific ETF within the sustainable equity ETF market segment.
Total Net Assets (AUM): 99813000
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
- CRBN
Competitive Landscape
The sustainable equity ETF market is competitive, with various ETFs offering different ESG screening methodologies and investment approaches. JUSA differentiates itself through its active management strategy and focus on fundamental research to identify companies with strong sustainability profiles. Competitors often track passive indices, which may result in lower expense ratios but potentially less flexibility in stock selection. One potential disadvantage is that JUSA's active management approach may result in higher costs than passively managed competitors.
Financial Performance
Historical Performance: Historical performance data requires retrieval from financial data providers and is not available in this response.
Benchmark Comparison: Benchmark comparison requires retrieval from financial data providers and is not available in this response.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity and ease of trading, but it's critical to check recent values for current assessment.
Bid-Ask Spread
The bid-ask spread can fluctuate, but it typically remains tight, reflecting efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards sustainable investing influence JUSA's performance.
Growth Trajectory
The ETF's growth depends on increased adoption of sustainable investing principles and its ability to outperform its benchmark through active management and ESG integration.
Moat and Competitive Advantages
Competitive Edge
JUSA's competitive advantage lies in its active management approach that combines rigorous ESG screening with fundamental research to identify companies that are not only sustainable but also financially sound. This allows them to potentially outperform passive ESG funds. The active approach also allows for dynamic adjustments to the portfolio based on changing market conditions and ESG considerations. Janus Henderson's expertise in sustainable investing and fundamental research further strengthens its competitive position.
Risk Analysis
Volatility
Historical volatility requires retrieval from financial data providers and is not available in this response.
Market Risk
The ETF is subject to market risk associated with equity investments, as well as specific risks related to ESG factors and the potential for underperformance compared to non-ESG focused funds.
Investor Profile
Ideal Investor Profile
The ideal investor is focused on long-term growth and values sustainable investing. They are comfortable with the potential for market fluctuations and understand the risks associated with active management.
Market Risk
The ETF is best suited for long-term investors who are seeking to align their investments with their values and are willing to accept a moderate level of risk.
Summary
The Janus Henderson U.S. Sustainable Equity ETF offers investors exposure to U.S. companies with strong ESG profiles through an active management approach. While its expense ratio is higher than some passively managed competitors, the active strategy allows for dynamic stock selection and ESG integration. The ETF's performance is influenced by overall market conditions and investor sentiment towards sustainable investing. It's best suited for long-term investors who prioritize both financial returns and sustainability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Janus Henderson official website
- ETF.com
- Morningstar
- Bloomberg
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market share estimates are approximate and based on available data.
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. Sustainable Equity 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 that are economically tied to the U.S. The fund generally invests in a core group of 30-50 equity securities, which consist primarily of common stocks, but may also include other types of instruments, such as warrants. The fund will invest primarily in larger, well-established companies but may also invest in mid- and small-sized companies.
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.