MJSCMUFG Japan Small Cap Active ETF

Grow my moneyNewRanked #1,627 of 2,960 in this goal

Seeks long-term capital appreciation.

By MUFG ETF · Launched 2025

Annual Cost

0.01%

#140 of 5,562 · low cost

Fund Size

$24M

#4,228 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

9 months

#4,754 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,546+25.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Small

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 19.0% of fund✓ well diversified

Penta-Ocean Cons

2.5%

Kandenko Co Ltd

2.2%

Tokyo Tatemono Co Ltd

2.1%

Shizuoka Financial Group Inc

2.0%

Japan Steel Works Ltd/The

1.9%

Saizeriya Co Ltd

1.8%

Hachijuni Bank Ltd/The

1.7%

INFRONEER Holdings Inc

1.6%

Iyogin Holdings Inc

1.6%

Kyoto Financial Group Inc

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-12.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively invests primarily in equity securities of small-cap companies in Japan, using a thematic approach to identify growth opportunities. May invest up to 20% in non-Japan companies, including emerging markets.
Inception date: September 16, 2025
Fund family: MUFG ETF