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Janus Henderson U.S. Real Estate ETF (JRE)



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Upturn Advisory Summary
03/27/2025: JRE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 3.2% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 275 | Beta 1.05 | 52 Weeks Range 20.12 - 26.36 | Updated Date 03/27/2025 |
52 Weeks Range 20.12 - 26.36 | Updated Date 03/27/2025 |
Upturn AI SWOT
Janus Henderson U.S. Real Estate ETF
ETF Overview
Overview
The Janus Henderson U.S. Real Estate ETF (IFGL) seeks to track the performance of a market-cap-weighted index of U.S. real estate companies. It provides exposure to REITs and other companies involved in the real estate sector, aiming for long-term capital appreciation.
Reputation and Reliability
Janus Henderson is a reputable global asset manager with a long history in the financial industry.
Management Expertise
Janus Henderson has a dedicated team of experienced investment professionals managing its ETFs, including those focused on real estate.
Investment Objective
Goal
The fund aims to provide investment results that, before fees and expenses, correspond generally to the performance of its underlying index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Index.
Composition The ETF primarily holds stocks of real estate companies, including REITs, diversified across various sub-sectors within the real estate market.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- VNQ
- IYR
- REM
Competitive Landscape
The U.S. real estate ETF market is competitive, with several established players. IFGL offers exposure to the real estate sector; however, the ETF faces strong competition from larger, more liquid funds like VNQ and IYR. IFGL may differentiate itself through its specific index or expense ratio. The competitive advantages or disadvantages of IFGL compared to competitors vary.
Financial Performance
Historical Performance: Historical performance data is required to assess this ETF's track record and will vary over different time periods.
Benchmark Comparison: Benchmark comparisons require historical performance data and index specification for accurate analysis.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume data is needed to accurately assess this ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is needed to accurately understand the cost of trading this ETF.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly influence the real estate market and IFGL's performance. Sector growth prospects within different real estate sub-sectors also play a crucial role.
Growth Trajectory
Growth trends depend on real estate market conditions and changes in the ETF's strategy and holdings. Periodic portfolio adjustments based on market dynamics can influence its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
The Janus Henderson U.S. Real Estate ETFu2019s competitive edge depends on factors such as its expense ratio, tracking error, and index selection. If IFGL has a lower expense ratio or better tracks its underlying index, it could attract more investors. A unique investment strategy, which may focus on a specific sub-sector of real estate, may offer a competitive advantage, but it is unconfirmed. Itu2019s niche market focus may offer a competitive advantage.
Risk Analysis
Volatility
Volatility can be assessed by analyzing the ETF's historical price fluctuations, beta, and standard deviation. It is contingent on the market conditions.
Market Risk
Specific risks include interest rate risk, property market fluctuations, and regulatory changes affecting the real estate sector. REIT-specific risks, such as vacancy rates and lease terms, also contribute to the ETF's overall risk profile.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to the U.S. real estate market for diversification or income generation.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation and income from the real estate sector. It is also suitable for the investors who want to take advantage of the cyclical nature of the market.
Summary
The Janus Henderson U.S. Real Estate ETF offers a way to invest in the U.S. real estate sector through publicly traded companies. Its performance is closely tied to the performance of the real estate market, and it is influenced by various economic factors. The ETF is suitable for investors with a long-term investment horizon and a risk tolerance appropriate for real estate investments. Potential investors should carefully compare IFGL to other real estate ETFs based on factors like expense ratio, tracking error, and liquidity. Understanding the ETF's holdings and strategy is crucial for making an informed investment decision.
Similar Companies
- VNQ
- IYR
- REM
- SCHH
- RWR
Sources and Disclaimers
Data Sources:
- Janus Henderson Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is subject to change.
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. Real Estate 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 of U.S. real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. It may also invest up to 15% of its net assets in securities of Canadian issuers. The fund is non-diversified.
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.