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TMED - ETF AI Analysis

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TMED

T. Rowe Price Health Care ETF (TMED)

Rating:66Neutral
Price Target:
TMED, the T. Rowe Price Health Care ETF, has a solid overall rating, mainly driven by large positions in established leaders like Eli Lilly and UnitedHealth, which show strong financial performance, positive earnings commentary, and strategic initiatives that support long-term growth. Gilead Sciences also adds to the fund’s quality with strong results, a favorable long-term outlook, and a strengthened market position from a recent patent settlement. A smaller holding like Dyne Therapeutics, a pre-revenue biotech with losses and bearish trading signals, is a drag on the rating, and investors should note the fund’s concentration in the health care sector as a key risk.
Positive Factors
Recent Short-Term Rebound
The ETF has shown a strong gain over the past month, indicating a recent pickup in performance despite earlier weakness.
Focused Health Care Exposure
With nearly all assets in the health care sector, the fund offers targeted exposure to a defensive area that can be more resilient during economic slowdowns.
Established Health Care Leaders in Top Holdings
Several top positions are large, well-known health care companies, which can provide stability and long-term growth potential for the portfolio.
Negative Factors
Heavy Concentration in a Single Sector
Almost all assets are in health care, so the fund may be hit hard if that sector faces regulatory changes or industry-specific challenges.
Weakness in Key Top Holdings
Some of the largest positions, including the biggest holding, have shown weak year-to-date performance, which can drag on the ETF’s overall returns.
Limited Size and Scale
The fund manages a relatively small amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.

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

TMED Summary

TMED is the T. Rowe Price Health Care ETF, an actively managed fund that focuses on health care companies rather than tracking a fixed index. It mainly holds U.S. health care stocks, including well-known names like Eli Lilly and UnitedHealth, along with drug makers, medical device firms, and health care service providers. Someone might invest in TMED to tap into the long-term growth potential of medical innovation and to get diversified exposure across many health care businesses in one investment. A key risk is that it is heavily concentrated in the health care sector, so its value can rise or fall sharply with changes in that industry.
How much will it cost me?The T. Rowe Price Health Care ETF (TMED) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, with experts carefully selecting and adjusting the fund’s holdings to try to outperform traditional health care sector indices.
What would affect this ETF?The TMED ETF could benefit from advancements in biotechnology and medical innovation, as well as increasing global demand for health care services driven by aging populations and emerging markets. However, it may face challenges from regulatory changes, patent expirations, or economic downturns that could impact health care spending and the profitability of its top holdings. Additionally, fluctuations in interest rates could affect the broader market and investor sentiment toward health care stocks.

TMED Top 10 Holdings

TMED is a health care pure play, and its story starts with Eli Lilly at the top, where the stock has recently lost some altitude after an earlier surge, tempering the fund’s momentum. UnitedHealth is doing the heavy lifting, with a rising share price helping offset weakness in big device and tools names like Abbott, Thermo Fisher, and Medtronic, which have been lagging. Gilead and smaller biotech Dyne add a more mixed, research-driven flavor. While the fund is globally diversified, its performance is largely steered by a handful of U.S. health care giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co14.61%$2.90M$835.18B-1.03%
72
Outperform
UnitedHealth7.68%$1.52M$322.15B-15.55%
72
Outperform
Thermo Fisher4.49%$889.19K$174.55B11.08%
72
Outperform
Gilead Sciences4.44%$880.99K$161.86B20.13%
78
Outperform
Abbott Laboratories3.62%$717.19K$158.72B-28.36%
73
Outperform
Danaher2.59%$512.74K$125.45B-7.80%
75
Outperform
Stryker2.07%$409.38K$125.43B-10.23%
70
Outperform
Dyne Therapeutics1.88%$373.42K$3.02B59.93%
43
Neutral
Boston Scientific1.85%$365.80K$92.25B-41.33%
79
Outperform
Waters1.77%$351.10K$30.42B-11.80%
70
Outperform

TMED Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
29.53
Positive
100DMA
29.68
Negative
200DMA
28.13
Positive
Market Momentum
MACD
0.19
Positive
RSI
47.27
Neutral
STOCH
3.95
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMED, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 29.94, equal to the 50-day MA of 29.53, and equal to the 200-day MA of 28.13, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 47.27 is Neutral, neither overbought nor oversold. The STOCH value of 3.95 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TMED.

TMED Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$19.26M0.44%
66
Neutral
$58.63M0.50%
58
Neutral
$27.42M0.80%
62
Neutral
$17.87M0.85%
65
Neutral
$11.00M0.65%
67
Neutral
$10.23M0.55%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMED
T. Rowe Price Health Care ETF
29.56
4.75
19.15%
FMED
Fidelity Disruptive Medicine ETF
MEDI
Harbor Health Care ETF
MEDX
Horizon Kinetics Medical 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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