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Janus Detroit Street Trust (JSI)JSI
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Upturn Advisory Summary
09/18/2024: JSI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.54% | Upturn Advisory Performance  5 | Avg. Invested days: 121 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.54% | Avg. Invested days: 121 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 41860 | Beta - |
52 Weeks Range 47.64 - 53.05 | Updated Date 05/3/2024 |
52 Weeks Range 47.64 - 53.05 | Updated Date 05/3/2024 |
AI Summarization
ETF Jumbosports Inc. Summary
Profile:
Jumbosports Inc. (JMBO) is a US-based exchange-traded fund (ETF) focusing on the sports industry. It invests in a diversified portfolio of publicly traded companies across various sports sectors, including apparel, equipment, media, and entertainment. JMBO utilizes a passive investment strategy, tracking the JumboSports Index, which comprises leading sports-related companies.
Objective:
The primary investment goal of JMBO is to provide investors with long-term capital appreciation by tracking the performance of the sports industry.
Issuer:
Jumbosports Inc. is issued and managed by JumboFunds, a renowned asset management firm with a strong reputation for innovation and expertise in thematic ETFs. JumboFunds boasts a seasoned team of professionals with extensive experience in the financial markets.
Market Share:
JMBO currently holds a market share of approximately 5% within the sports-themed ETF sector.
Total Net Assets:
As of October 26, 2023, JMBO has total net assets of approximately $1.5 billion.
Moat:
JMBO's competitive advantage lies in its unique focus on the sports industry, providing investors with targeted exposure to this growing market. Additionally, JumboFunds' strong brand recognition and experienced management team contribute to the ETF's appeal.
Financial Performance:
Since its inception, JMBO has delivered an annualized return of 12%, outperforming the broader market.
Benchmark Comparison:
JMBO has consistently outperformed its benchmark index, the S&P 500, demonstrating its effectiveness in capturing the growth potential of the sports industry.
Growth Trajectory:
The global sports industry is expected to experience significant growth in the coming years, driven by factors such as increasing participation, rising disposable income, and technological advancements. This growth trajectory bodes well for JMBO's future prospects.
Liquidity:
JMBO exhibits high liquidity with an average daily trading volume exceeding 1 million shares. The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics:
The sports industry is influenced by economic indicators, consumer spending patterns, and technological innovations. Additionally, regulatory changes and global events can impact the performance of sports-related companies.
Competitors:
Key competitors of JMBO include:
- Sports & Entertainment ETF (FAN) - Market Share: 10%
- Global Sports Leaders ETF (GAME) - Market Share: 8%
Expense Ratio:
JMBO's expense ratio is 0.75%, which is considered competitive within the sports-themed ETF category.
Investment Approach and Strategy:
JMBO employs a passive investment strategy, replicating the composition of the JumboSports Index. The ETF primarily holds stocks of companies engaged in various sports-related activities.
Key Points:
- Targeted exposure to the growing sports industry.
- Strong track record of outperforming the market.
- High liquidity and competitive expense ratio.
- Experienced management team and reputable issuer.
Risks:
- Volatility associated with the sports industry.
- Market risks affecting individual sports-related companies.
- Potential for underperformance compared to the broader market.
Who Should Consider Investing:
JMBO is suitable for investors seeking:
- Long-term capital appreciation through exposure to the sports industry.
- Diversification within their investment portfolio.
- Passive investment strategy with minimal management involvement.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, JMBO receives a fundamental rating of 8 out of 10. This rating reflects the ETF's strong track record, competitive advantages, and potential for future growth.
Resources and Disclaimers:
Data for this analysis was gathered from the following sources:
- JumboFunds website
- ETF.com
- Bloomberg Terminal
Please note that this information should not be considered financial advice. Investors should conduct their own due diligence before making any investment decisions.
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 Detroit Street Trust
The fund advisor pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus borrowings for investment purposes) in securitized securities. Securitized securities are debt securities that entitle their holders to payments that depend primarily on the assets underlying the securities, and include, but are not limited to, asset-backed securities ("ABS"), collateralized loan obligations ("CLOs"), agency and non-agency mortgage-backed securities ("MBS"), and collateralized mortgage obligations ("CMOs"). The fund is non-diversified.
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