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HELX - ETF AI Analysis
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Franklin Genomic Advancements ETF (HELX)
Rating:60Neutral
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)
AUM22.28M
RegionGlobal
Expense Ratio0.50%
Beta0.88
IssuerFranklin
Inception DateFeb 25, 2020
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,814
30 Day Avg. Volume3,648
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
40.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
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 innovation driving its performance. Guardant Health and Natera are rising stars, benefiting from strong momentum and revenue growth, though financial stability remains a concern. Insmed and Medpace Holdings are steady contributors, showing positive trends despite valuation challenges. On the flip side, Alnylam Pharma is lagging, weighed down by cash flow issues and mixed technical signals. With a global focus, HELX offers exposure to cutting-edge genomic advancements, but its reliance on healthcare leaders makes it sensitive to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Natera | 6.88% | $1.54M | $32.66B | 39.88% | 68 Neutral | |
| Guardant Health | 6.81% | $1.53M | $13.44B | 172.55% | 58 Neutral | |
| Insmed | 5.17% | $1.16M | $44.06B | 174.15% | 56 Neutral | |
| Medpace Holdings | 4.48% | $1.00M | $16.44B | 72.04% | 79 Outperform | |
| Alnylam Pharma | 4.02% | $900.94K | $61.42B | 84.61% | 60 Neutral | |
| Krystal Biotech | 3.92% | $877.43K | $6.24B | 14.62% | 80 Outperform | |
| Adaptive Biotechnologies | 3.75% | $839.02K | $2.85B | 199.05% | 53 Neutral | |
| BridgeBio Pharma | 3.53% | $791.09K | $13.77B | 170.05% | 55 Neutral | |
| United Therapeutics | 3.32% | $744.40K | $20.41B | 26.64% | 79 Outperform | |
| Ligand Pharma | 3.08% | $689.99K | $3.84B | 61.27% | 72 Outperform |
HELX Technical Analysis
Positive
―
Price Trends
34.20
Positive
31.68
Positive
29.47
Positive
Market Momentum
1.04
Negative
69.04
Neutral
74.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HELX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.09, equal to the 50-day MA of 34.20, and equal to the 200-day MA of 29.47, indicating a bullish trend. The MACD of 1.04 indicates Negative momentum. The RSI at 69.04 is Neutral, neither overbought nor oversold. The STOCH value of 74.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HELX.
HELX Peer Comparison
Comparison Results
Performance Comparison
HELX
Franklin Genomic Advancements ETF
37.56
6.51
20.97%
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YNOT
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TCAI
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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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