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Upturn AI SWOT - About
Janus Henderson U.S. Sustainable Equity ETF (SSPX)
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Upturn Advisory Summary
10/24/2025: SSPX (1-star) is currently NOT-A-BUY. Pass it for now.
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 -41.11% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 with sustainable business practices. It focuses on companies demonstrating leadership in environmental, social, and governance (ESG) factors. The fund utilizes a fundamental, bottom-up investment approach.
Reputation and Reliability
Janus Henderson is a well-established global asset manager with a long history in the investment industry. They are known for their research-driven investment strategies and commitment to client service.
Management Expertise
The fund is managed by a team of experienced portfolio managers and analysts with expertise in sustainable investing and fundamental research.
Investment Objective
Goal
To achieve long-term growth of capital by investing in U.S. companies that demonstrate sustainable business practices.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs a bottom-up fundamental research process to identify companies with strong ESG characteristics and attractive growth potential.
Composition Primarily invested in U.S. equities. Portfolio holdings are selected based on their ESG performance and financial metrics.
Market Position
Market Share: JUSA's market share within the sustainable equity ETF category is relatively small compared to larger, more established funds.
Total Net Assets (AUM): 76300000
Competitors
Key Competitors
- ESGV
- SUSL
- CRBN
- VSGX
Competitive Landscape
The sustainable equity ETF market is competitive, with many funds offering similar ESG strategies. JUSA competes on its active management approach and stock-picking abilities. A disadvantage of JUSA is its relatively small AUM compared to the larger competitors like ESGV and SUSL, which benefits from economies of scale.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial databases. Please refer to those sites for performance over various time periods.
Benchmark Comparison: The ETF's performance should be compared to relevant benchmarks such as the S&P 500 or a sustainable equity index to assess its relative performance.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume of JUSA indicates moderate liquidity, which could affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread indicates the cost of trading JUSA, and the width of the spread should be monitored to minimize transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affecting the ESG market influence JUSA's performance.
Growth Trajectory
Growth trends include increasing investor interest in sustainable investing and potential changes to the fund's holdings and ESG criteria over time.
Moat and Competitive Advantages
Competitive Edge
JUSA's competitive advantage lies in its active management strategy, focusing on bottom-up stock selection and ESG integration. The fund's managers aim to identify companies with strong ESG practices and long-term growth potential. This active approach seeks to outperform passive ESG strategies. Their focus on fundamental analysis gives them the potential to find undervalued sustainable companies.
Risk Analysis
Volatility
JUSA's volatility depends on the volatility of the underlying equity holdings and the overall market conditions.
Market Risk
The ETF is subject to market risk, sector concentration risk, and risks associated with investing in companies with ESG characteristics.
Investor Profile
Ideal Investor Profile
JUSA is ideal for investors seeking long-term capital appreciation and who prioritize sustainable investing in their portfolios.
Market Risk
JUSA is best suited for long-term investors who are comfortable with equity market risk and want to align their investments with their values.
Summary
The Janus Henderson U.S. Sustainable Equity ETF seeks capital appreciation through investments in U.S. companies demonstrating strong ESG practices. It employs a bottom-up, active management strategy, aiming to outperform passive ESG benchmarks. While the sustainable investing trend is growing, JUSA faces competition from larger, more established ETFs. The fundu2019s performance relies on the stock-picking skills of its management team and the overall performance of the U.S. equity market, making it suited for long-term investors with an ESG focus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Janus Henderson Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.