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JRE
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$23.77
Delayed price
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PASS
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Time period over
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Upturn Advisory Summary

03/27/2025: JRE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 3.2%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

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

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Janus Henderson U.S. Real Estate ETF

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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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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