JZRO ETF ANALYSIS

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JZRO ETF FUNDAMENTALS
JZRO ETF PERFORMANCE

JZRO ISSUER

Janus Henderson is the issuer of the JZRO Janus Henderson Net Zero Transition Resources ETF. This ETF, under the Janus Henderson brand, is designed to provide investors with exposure to resources associated with the net-zero transition. Launched on September 8, 2021, the JZRO ETF does not track a specific index but follows an active investment strategy. Categorized under the Alternative Energy Equities segment, it focuses on clean energy within the global energy sector. With an expense ratio of 0.61%, Janus Henderson ensures that the ETF's strategy and holdings align with its objective of tapping into the resources aiding the transition to a net-zero carbon economy. As the ETF landscape continues to diversify, issuers like Janus Henderson play a crucial role in offering innovative and tailored investment options to cater to the evolving needs of investors.

JZRO DIVIDEND

While the primary investment strategy of the JZRO ETF may revolve around its passive management approach, aiming to mirror the performance of the proprietary Index Design Group methodology, it still provides exposure to companies with high dividend yields and robust free cash flow. Dividend distributions from this ETF typically follow the dividend policies of the underlying index constituents. These distributions occur semi-annually and are determined based on the aggregate dividends paid by each company in the index, with individual weightings capped at 2% to maintain diversification. Investors seeking dividend income alongside broad market exposure may find JZRO an attractive choice.

JZRO TRACKING

The JZRO ETF is dedicated to tracking companies that contribute to the goal of achieving net zero carbon emissions and actively participate in the decarbonization of the global economy. This ETF primarily invests in equity securities of global companies operating in sectors such as materials, energy, utility, agriculture, industry, and consumer staples. By focusing on firms involved in resource production, equipment, and commodity-related products that facilitate the transition to a low-carbon global economy, JZRO provides investors with an opportunity to align their investments with sustainability goals. With an active management approach that considers fundamental research and ESG factors, the JZRO ETF aims to make a positive environmental impact while seeking financial growth.

JZRO CORRELATION

The correlation aspect of the Janus Henderson Net Zero Transition Resources ETF is not readily available in the provided information. Correlations for specific ETFs can vary based on their underlying assets and investment objectives. For comprehensive insights into the correlation of Janus Henderson Net Zero Transition Resources ETF and its behavior in relation to other assets or sectors, investors can leverage the ETF Insider web app. This tool offers a simple visualization tool that provides in-depth and valuable data for various US ETFs. It allows investors to explore correlations, overlaps, and trends to make informed investment decisions, even when specific correlation data is not readily available.

JZRO SECTOR

The JZRO ETF focuses on companies contributing to achieving net zero carbon emissions through various sustainable initiatives, including carbon reduction, energy transition, sustainable mobility, sustainable industry, and sustainable agriculture. This ETF primarily invests in global companies operating in sectors such as materials, energy, utility, agriculture, industrial, and consumer staples. By actively managing its portfolio, considering environmental, social, and governance (ESG) factors, and applying negative screens to avoid certain industries, JZRO offers investors an opportunity to support sustainability efforts while potentially benefiting from the transition to a low-carbon global economy.

JZRO EXPOSURE

The exposure characteristic of the JZRO ETF focuses on companies contributing to achieving net zero carbon emissions and decarbonizing the global economy. This ETF predominantly invests in global companies across various sectors such as materials, energy, utility, agriculture, industrial, and consumer staples. It seeks to identify businesses involved in resource production and utilization, poised to benefit from the growing demand for natural resources in a low-carbon global economy. JZRO's actively managed approach incorporates ESG factors, and the portfolio managers apply negative screens to avoid investments in companies significantly engaged in certain industries with negative social or environmental impacts. ETF Insider's web app provides comprehensive insights into JZRO's exposure, helping investors navigate its holdings, sector allocations, and ESG considerations while visualizing correlations and overlaps with other ETFs.

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FREQUENTLY ASKED QUESTIONS

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