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MEDX - ETF AI Analysis

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MEDX

Horizon Kinetics Medical ETF (MEDX)

Rating:65Neutral
Price Target:
MEDX, the Horizon Kinetics Medical ETF, earns a solid overall rating thanks to several high-quality pharmaceutical and biotech leaders like Novartis, AstraZeneca, Merck, and Alkermes, which all show strong financial performance, positive earnings commentary, and promising pipelines or strategic expansions. Eli Lilly, the fund’s largest holding, also supports the rating with strong results, though its high leverage and cash flow challenges, along with financial and profitability concerns at smaller positions like Ionis Pharmaceuticals, introduce some risk. The main risk factor is the fund’s concentration in a single sector—medical and pharmaceuticals—where debt levels, valuation pressures, and product-specific challenges can have an outsized impact.
Positive Factors
Established Healthcare Leaders
The ETF’s largest positions include well-known, financially solid drug companies, which can provide stability within the portfolio.
Focused Healthcare Exposure
With most assets in the health care sector, the fund offers targeted exposure for investors who want to concentrate on medical and pharmaceutical companies.
Mix of Defensive and Growth Names
The portfolio blends large, steady pharmaceutical firms with more growth-oriented biotech names, offering a balance of potential resilience and upside.
Negative Factors
High Sector Concentration
Because the ETF is heavily invested in health care, it is more vulnerable if this single sector faces regulatory or pricing pressures.
Weak Recent Overall Performance
The fund’s returns over the year to date and recent three-month period have been negative, indicating it has been lagging the broader market recently.
Expensive for an ETF
The relatively high expense ratio means more of the fund’s returns are eaten up by fees compared with many lower-cost ETFs.

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

MEDX Summary

The Horizon Kinetics Medical ETF (MEDX) is a health care fund that does not track a specific index but focuses on medical companies of many types, including drug makers, biotech firms, medical device makers, and health care providers. It holds well-known names like Eli Lilly and Johnson & Johnson. Someone might invest in MEDX to seek long-term growth from medical innovation and an aging population, while getting diversification across many health care businesses. A key risk is that it is heavily concentrated in the health care sector, so its price can rise or fall sharply with changes in that industry.
How much will it cost me?The Horizon Kinetics Medical ETF (MEDX) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on specialized health care investments that require more research and expertise.
What would affect this ETF?The Horizon Kinetics Medical ETF (MEDX) could benefit from ongoing advancements in medical research, an aging global population driving demand for health care, and increased health awareness globally. However, challenges such as regulatory changes, patent expirations for major pharmaceutical companies, or economic downturns impacting health care spending could negatively affect its performance. With top holdings like Eli Lilly and AbbVie, the ETF's success is closely tied to the innovation and market conditions within the health care sector.

MEDX Top 10 Holdings

MEDX is a pure health care play, and its story starts with Eli Lilly at the top: despite its heavyweight status, the stock has been losing steam this year, acting more like a brake than an engine. AbbVie and Ionis are also lagging, adding some drag to returns. Offsetting that, steady-to-rising names like Novartis, AstraZeneca, and Bristol-Myers are doing more of the heavy lifting, with Alkermes emerging as a quiet standout. With a global mix of big pharma and biotech, the fund is concentrated in drugmakers rather than devices or providers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co15.56%$2.72M$835.18B-1.03%
72
Outperform
AbbVie7.99%$1.40M$351.47B2.62%
66
Neutral
Novartis7.31%$1.28M$263.90B28.02%
80
Outperform
Johnson & Johnson5.73%$1.00M$547.64B45.05%
78
Outperform
AstraZeneca5.70%$997.33K$292.69B32.74%
80
Outperform
Bristol-Myers Squibb5.15%$901.08K$119.87B19.23%
78
Outperform
Ionis Pharmaceuticals4.79%$837.33K$12.10B142.87%
61
Neutral
Amgen4.26%$744.57K$185.95B20.17%
77
Outperform
Alkermes4.02%$702.81K$5.54B20.85%
80
Outperform
Alnylam Pharma3.97%$694.19K$40.77B21.06%
60
Neutral

MEDX Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
33.41
Negative
100DMA
33.48
Negative
200DMA
31.61
Positive
Market Momentum
MACD
-0.34
Positive
RSI
34.99
Neutral
STOCH
4.36
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MEDX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 32.95, equal to the 50-day MA of 33.41, and equal to the 200-day MA of 31.61, indicating a neutral trend. The MACD of -0.34 indicates Positive momentum. The RSI at 34.99 is Neutral, neither overbought nor oversold. The STOCH value of 4.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MEDX.

MEDX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$17.37M0.85%
65
Neutral
$58.63M0.50%
58
Neutral
$27.42M0.80%
62
Neutral
$19.35M0.44%
66
Neutral
$11.00M0.65%
67
Neutral
$10.23M0.55%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MEDX
Horizon Kinetics Medical ETF
31.71
4.88
18.19%
FMED
Fidelity Disruptive Medicine ETF
MEDI
Harbor Health Care ETF
TMED
T. Rowe Price Health Care ETF
JDOC
JPMorgan Healthcare Leaders ETF
BMED
Future Health ETF
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.
DisclaimerThis 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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