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JAPNHorizon Kinetics Japan Owner Operator ETF

Grow my money1y track recordRanked #2,590 of 2,998 in this goal

Seeks long-term growth of capital.

By Horizon Kinetics · Launched 2025

Annual Cost

0.85%

#4,514 of 5,861 · expensive

Fund Size

$23M

#4,359 of 5,861 · small

Return (1Y)Goal

-7.4%

Track Record

1 year

#4,293 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,255-7.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 50.6% of fundmoderately concentrated

Furuno Electric Co Ltd
9.7%
US BANK MMDA - USBGFS 7USBGFS7
7.0%
Japan Elevator Service Holding
4.8%
Resorttrust Inc
4.7%
Hikari Tsushin Inc
4.5%
Pan Pacific International Hold
4.4%
Furyu Corp
4.0%
ULS Group Inc
3.9%
M&A Capital Partners Co Ltd
3.9%
Yonex Co Ltd
3.7%

Asset allocation

Stocks
95.8%
Cash
3.9%
Other
0.2%

By sector

Technology
31.8%
Consumer Cyclical
17.4%
Communication
17.3%
Industrials
12.0%
Consumer Defensive
10.6%
Financial Services
5.8%
Basic Materials
3.1%
Healthcare
2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.2%High

Year-on-year price swings

Max drawdown
-23.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a portfolio primarily invested in securities of Japanese companies operated by significant owner-operators, targeting those with market capitalizations under ¥1.4 trillion. The strategy employs a value-driven, bottom-up approach to identify companies positioned for long-term growth.
Inception date
May 12, 2025
Fund family
Horizon Kinetics

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Data updated on 2026-08-04