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Upturn AI SWOT - About
BlackRock Future Health ETF (BMED)
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Upturn Advisory Summary
03/24/2025: BMED (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.09% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 1676 | Beta 0.86 | 52 Weeks Range 23.75 - 27.02 | Updated Date 04/1/2025 |
52 Weeks Range 23.75 - 27.02 | Updated Date 04/1/2025 |
Upturn AI SWOT
ETF BlackRock Future Health ETF (BHEF) Overview
Profile:
BHEF is an actively managed ETF that invests in companies focused on the future of healthcare. Its primary focus is on companies that are innovating in areas such as genomics, personalized medicine, telemedicine, and artificial intelligence. BHEF has a global mandate and invests in both developed and emerging markets. The ETF's asset allocation is approximately 70% equities and 30% fixed income.
Objective:
BHEF's primary investment goal is to provide long-term capital appreciation through investment in companies that are shaping the future of healthcare.
Issuer:
BlackRock is the world's largest asset manager, with over $10 trillion in assets under management. BlackRock has a strong reputation for innovation and performance. The BHEF portfolio management team has extensive experience in healthcare investing.
Market Share:
BHEF is a relatively new ETF, launched in 2021. It currently has a market share of approximately 0.5% in the healthcare ETF sector.
Total Net Assets:
As of October 26, 2023, BHEF has total net assets of approximately $1.2 billion.
Moat:
BHEF's competitive advantages include its experienced management team, its global investment mandate, and its focus on thematic investing. The ETF also benefits from BlackRock's extensive resources and global reach.
Financial Performance:
Since its inception in 2021, BHEF has returned over 20%, outperforming the S&P 500 index. However, past performance is not indicative of future results.
Benchmark Comparison:
BHEF outperformed the S&P 500 index in 2021 and 2022. However, it has underperformed the index in 2023.
Growth Trajectory:
The healthcare sector is expected to continue to grow in the coming years, driven by factors such as an aging population and increasing healthcare costs. This suggests that BHEF may have potential for future growth.
Liquidity:
BHEF has an average trading volume of approximately 200,000 shares per day. The bid-ask spread is typically around 0.2%.
Market Dynamics:
The healthcare sector is affected by various factors, including economic growth, government regulations, and technological advancements. Investors should carefully consider these factors before investing in BHEF.
Competitors:
BHEF's main competitors include the iShares Global Healthcare ETF (IXJ) and the Vanguard Health Care ETF (VHT).
Expense Ratio:
BHEF's expense ratio is 0.75%.
Investment Approach and Strategy:
BHEF uses a thematic investing approach, focusing on companies that are innovating in the future of healthcare. The ETF invests in a diversified portfolio of companies across various market capitalizations and sectors.
Key Points:
- Invests in companies shaping the future of healthcare.
- Actively managed by BlackRock's experienced healthcare team.
- Global investment mandate.
- Relatively new ETF with a growing track record.
Risks:
- The healthcare sector is cyclical and can be affected by economic downturns.
- BHEF is an actively managed ETF, which means there is no guarantee that it will outperform its benchmark.
- The ETF is relatively new and has a limited track record.
Who Should Consider Investing:
BHEF is suitable for investors who are bullish on the future of healthcare and who are looking for long-term capital appreciation. However, investors should be aware of the risks associated with investing in BHEF and diversify their portfolios accordingly.
Fundamental Rating Based on AI
Based on the factors mentioned above, BHEF receives a Fundamental Rating of 7.5 out of 10. This rating is based on the ETF's strong management team, global investment mandate, and focus on thematic investing. However, investors should be aware of the risks associated with the ETF's active management and limited track record.
Resources and Disclaimers
Sources:
- BlackRock
- Bloomberg
- Reuters
Disclaimer:
This information is provided for educational purposes only and should not be considered as investment advice. Investors should carefully consider their own financial situation and investment objectives before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Future Health ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities of companies principally engaged in the health sciences group of industries. While the fund will invest primarily in companies providing products and services for human health, it may also invest in companies whose products or services relate to the growth or survival of animals and plants.
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