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HELX - ETF AI Analysis
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Franklin Genomic Advancements ETF (HELX)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past three months and year-to-date, indicating positive recent momentum.
Leading Holdings Showing Strength
Several of the largest positions, such as Guardant Health, Krystal Biotech, and Adaptive Biotechnologies, have delivered strong year-to-date performance, helping support the fund’s returns.
Focused Exposure to Genomics and Health Care
With most assets in health care and genomic-related companies, the fund gives targeted access to a specialized growth area in the market.
Negative Factors
High Sector Concentration
Over 90% of the portfolio is in health care, so the ETF is heavily exposed to swings in that single sector.
Limited Geographic Diversification
The fund is invested almost entirely in U.S. companies, offering very little exposure to other countries’ markets.
Mixed Performance Among Top Holdings
Some key positions, including Insmed, United Therapeutics, and Alnylam Pharma, have shown weak year-to-date performance, which can drag on overall returns.
HELX vs. SPDR S&P 500 ETF (SPY)
AUM22.33M
RegionGlobal
Expense Ratio0.50%
Beta0.87
IssuerFranklin
Inception DateFeb 25, 2020
Dividend Yield0.41%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,000
30 Day Avg. Volume2,136
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
43.98Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HELX Summary
The Franklin Genomic Advancements ETF (HELX) focuses on companies working in genetic research and advanced healthcare, rather than tracking a traditional market index. It invests mainly in U.S. health care and biotech firms that use DNA and gene-based technologies to develop new tests and treatments, including names like Guardant Health and Natera. Someone might consider HELX if they want growth potential from the future of medicine and a basket of different genomic companies instead of picking single stocks. A key risk is that biotech and genomic stocks can be very volatile and may rise or fall sharply.
How much will it cost me?The Franklin Genomic Advancements ETF (HELX) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized niche in genomic advancements, which requires more research and expertise compared to passively managed funds.
What would affect this ETF?The Franklin Genomic Advancements ETF (HELX) could benefit from growing interest in personalized medicine and advancements in genetic research, as well as increased healthcare spending globally. However, it may face challenges from regulatory hurdles in biotechnology, potential setbacks in clinical trials, and broader economic pressures that could impact funding for innovation. Its heavy focus on healthcare and genomic advancements makes it sensitive to both breakthroughs and disruptions in this niche sector.
HELX Top 10 Holdings
HELX is a pure play on genomic medicine, with almost all its firepower in health care names and a global mix of cutting‑edge biotech innovators. Guardant Health and Krystal Biotech are doing the heavy lifting, with rising momentum that helps pull the fund higher, while Natera and Medpace provide steadier, supportive growth in the background. On the flip side, Insmed and Alnylam are losing steam, acting as noticeable drags. Overall, the ETF is concentrated in a handful of high‑beta genomic leaders, so performance will swing with their fortunes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Guardant Health | 7.32% | $1.65M | $13.56B | 117.89% | 61 Neutral | |
| Natera | 6.53% | $1.47M | $28.53B | 18.94% | 73 Outperform | |
| Krystal Biotech | 5.43% | $1.22M | $8.02B | 80.40% | 80 Outperform | |
| BridgeBio Pharma | 4.08% | $917.45K | $14.50B | 115.62% | 59 Neutral | |
| Insmed | 3.92% | $882.38K | $31.72B | 87.56% | 43 Neutral | |
| United Therapeutics | 3.54% | $795.75K | $20.39B | 27.82% | 79 Outperform | |
| Medpace Holdings | 3.52% | $791.86K | $12.15B | 25.83% | 79 Outperform | |
| Adaptive Biotechnologies | 3.44% | $773.85K | $2.45B | 92.56% | 53 Neutral | |
| AstraZeneca | 3.28% | $737.72K | $319.11B | 29.06% | 80 Outperform | |
| Vertex Pharmaceuticals | 3.13% | $705.26K | $124.70B | 7.07% | 78 Outperform |
HELX Technical Analysis
Negative
―
Price Trends
36.66
Negative
35.30
Negative
31.60
Positive
Market Momentum
-0.63
Positive
35.92
Neutral
10.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HELX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.23, equal to the 50-day MA of 36.66, and equal to the 200-day MA of 31.60, indicating a neutral trend. The MACD of -0.63 indicates Positive momentum. The RSI at 35.92 is Neutral, neither overbought nor oversold. The STOCH value of 10.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HELX.
HELX Peer Comparison
Comparison Results
Performance Comparison
HELX
Franklin Genomic Advancements ETF
34.61
4.47
14.83%
FDCF
Fidelity Disruptive Communications ETF
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FFND
Future Fund Active ETF
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AIFD
TCW Artificial Intelligence ETF
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YNOT
Horizon Digital Frontier ETF
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IQM
Franklin Intelligent Machines ETF
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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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