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HELX - ETF AI Analysis
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Franklin Genomic Advancements ETF (HELX)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Guardant Health and Adaptive Biotechnologies, have delivered strong year-to-date performance, boosting the fund’s returns.
Focused Sector Exposure
The ETF is heavily concentrated in the health care sector, which benefits from long-term growth trends in genomics and biotechnology.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating strong momentum in its underlying holdings.
Negative Factors
High Sector Concentration
With over 85% exposure to health care, the fund is vulnerable to sector-specific risks like regulatory changes or innovation setbacks.
Limited Geographic Diversification
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Moderate Expense Ratio
The fund’s expense ratio is higher than some passive ETFs, which could slightly reduce long-term returns for investors.
HELX vs. SPDR S&P 500 ETF (SPY)
AUM22.32M
RegionGlobal
Expense Ratio0.50%
Beta0.87
IssuerFranklin
Inception DateFeb 25, 2020
Dividend Yield0.39%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,031
30 Day Avg. Volume2,007
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
43.44Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HELX Summary
The Franklin Genomic Advancements ETF (HELX) is an investment fund focused on companies leading the way in genomic research and technology. It includes businesses like Natera and Guardant Health, which are developing innovative genetic sequencing tools and treatments. This ETF is ideal for investors interested in the future of healthcare and biotechnology, offering a chance to support cutting-edge advancements in personalized medicine and genetic therapies. However, since it focuses heavily on healthcare and biotech, its performance can be affected by changes in these industries or regulatory challenges.
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
The Franklin Genomic Advancements ETF (HELX) is heavily concentrated in healthcare, with genomic innovators like Natera and Guardant Health driving its performance. Natera is rising steadily thanks to strategic expansions, while Guardant Health shows mixed results, balancing strong growth potential with financial instability. Krystal Biotech adds momentum with robust international expansion, but lagging names like Insmed and Alnylam Pharma are holding the fund back due to profitability challenges and valuation concerns. With a global focus, HELX offers exposure to cutting-edge genomic advancements, though its reliance on healthcare makes it vulnerable to sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Guardant Health | 7.34% | $1.63M | $14.51B | 205.89% | 61 Neutral | |
| Natera | 6.87% | $1.52M | $31.99B | 46.03% | 73 Outperform | |
| Krystal Biotech | 5.24% | $1.16M | $8.27B | 92.09% | 80 Outperform | |
| Medpace Holdings | 4.71% | $1.04M | $17.21B | 81.09% | 79 Outperform | |
| Insmed | 3.99% | $883.94K | $34.43B | 122.62% | 43 Neutral | |
| BridgeBio Pharma | 3.87% | $858.31K | $14.70B | 125.69% | 59 Neutral | |
| Adaptive Biotechnologies | 3.52% | $780.24K | $2.67B | 157.27% | 53 Neutral | |
| United Therapeutics | 3.25% | $721.11K | $20.02B | 29.53% | 79 Outperform | |
| Alnylam Pharma | 3.21% | $712.07K | $47.46B | 45.88% | 60 Neutral | |
| Ligand Pharma | 3.05% | $675.97K | $3.80B | 72.46% | 60 Neutral |
HELX Technical Analysis
Neutral
―
Price Trends
36.54
Positive
34.16
Positive
30.62
Positive
Market Momentum
0.24
Positive
50.51
Neutral
41.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HELX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 36.99, equal to the 50-day MA of 36.54, and equal to the 200-day MA of 30.62, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 50.51 is Neutral, neither overbought nor oversold. The STOCH value of 41.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HELX.
HELX Peer Comparison
Comparison Results
Performance Comparison
HELX
Franklin Genomic Advancements ETF
36.95
6.97
23.25%
FFND
Future Fund Active ETF
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AIFD
TCW Artificial Intelligence ETF
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HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
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IQM
Franklin Intelligent Machines ETF
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―
YNOT
Horizon Digital Frontier 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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