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AGNG - ETF AI Analysis

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AGNG

Global X Aging Population ETF (AGNG)

Rating:64Neutral
Price Target:
AGNG’s rating suggests it is a solid but not top-tier ETF focused on companies benefiting from an aging population. Strong holdings like Merck, AstraZeneca, Johnson & Johnson, and Regeneron support the fund’s quality through robust financial performance, positive earnings outlooks, and promising pipelines in healthcare and senior-focused real estate. The main risks come from some holdings showing signs of potential overvaluation, higher leverage, and operational or regional challenges, which can limit further upside and add volatility.
Positive Factors
Focused Exposure to Aging Theme
The fund is heavily invested in health care companies that stand to benefit from long-term trends tied to an aging global population.
Solid Recent Performance
The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of economic or policy changes in any single country.
Negative Factors
High Sector Concentration
With the vast majority of assets in health care and a small slice in real estate, the fund is vulnerable to downturns in these specific areas.
Mixed Performance Among Top Holdings
Several of the largest positions have recently shown weak or lagging performance, which can drag on overall returns.
Above-Average Expense Ratio
The fund’s fee level is relatively high for an ETF, which can gradually reduce net returns for long-term investors.

AGNG vs. SPDR S&P 500 ETF (SPY)

AGNG Summary

The Global X Aging Population ETF (AGNG) follows the Indxx Aging Population Thematic Index, focusing on companies that benefit from the world’s growing number of older adults. It mainly holds healthcare and related businesses, including well-known names like Johnson & Johnson and Eli Lilly, as well as firms involved in senior housing and medical treatments. An investor might consider AGNG for long-term growth tied to rising healthcare and service needs as populations age. However, it is heavily concentrated in healthcare stocks, so its price can swing if that sector faces problems or market downturns.
How much will it cost me?The Global X Aging Population ETF (AGNG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed to focus on a specific theme, targeting companies benefiting from the aging population trend.
What would affect this ETF?The Global X Aging Population ETF (AGNG) could benefit from the growing demand for healthcare and senior living services as populations in developed markets age, driving long-term growth for its top holdings like AbbVie and Johnson & Johnson. However, potential risks include regulatory changes in healthcare and real estate sectors or economic downturns that could reduce consumer spending on these services. Interest rate increases may also negatively impact real estate investments within the ETF.

AGNG Top 10 Holdings

AGNG is essentially a bet on Big Pharma and healthcare for seniors, with names like Eli Lilly, Merck, Johnson & Johnson, and Roche doing most of the heavy lifting as their shares have been rising or steadily climbing in recent months. Regeneron has been more of a mixed story, while AbbVie is clearly lagging and acting as a bit of a brake on the fund. Welltower adds a real estate twist through senior housing, but overall this is a developed-markets, healthcare-heavy play on the aging population theme.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
4.40%$3.70M
Johnson & Johnson3.54%$2.97M$547.51B49.36%
78
Outperform
Roche Holding Ltd3.47%$2.92MCHF279.83B17.34%
74
Outperform
AstraZeneca3.33%$2.80M$288.71B31.10%
79
Outperform
Eli Lilly & Co3.30%$2.78M$980.50B27.87%
72
Outperform
Merck & Company3.21%$2.70M$273.69B11.59%
80
Outperform
Welltower3.18%$2.67M$129.28B38.01%
77
Outperform
Regeneron3.13%$2.63M$77.93B10.17%
78
Outperform
AbbVie2.93%$2.47M$394.14B21.27%
66
Neutral
Medtronic2.88%$2.42M$132.00B13.37%
80
Outperform

AGNG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
36.33
Positive
100DMA
35.07
Positive
200DMA
33.36
Positive
Market Momentum
MACD
0.24
Positive
RSI
54.89
Neutral
STOCH
61.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGNG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.88, equal to the 50-day MA of 36.33, and equal to the 200-day MA of 33.36, indicating a bullish trend. The MACD of 0.24 indicates Positive momentum. The RSI at 54.89 is Neutral, neither overbought nor oversold. The STOCH value of 61.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AGNG.

AGNG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$84.33M0.50%
$38.34M0.35%
$9.27M0.49%
$6.49M0.58%
$5.67M0.47%
$1.91M0.69%
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AGNG
Global X Aging Population ETF
36.93
5.64
18.02%
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KLXY
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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