Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
BlackRock Future Health ETF (BMED)BMED
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: BMED (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -5.44% | Upturn Advisory Performance  3 | Avg. Invested days: 45 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -5.44% | Avg. Invested days: 45 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 599 | Beta 0.89 |
52 Weeks Range 20.58 - 26.45 | Updated Date 09/18/2024 |
52 Weeks Range 20.58 - 26.45 | Updated Date 09/18/2024 |
AI Summarization
ETF BlackRock Future Health ETF: A Deep Dive
Profile: BlackRock Future Health ETF (BHEF) focuses on companies involved in innovations shaping the future of healthcare, including:
- Genomics and personalized medicine
- Digital health and data analytics
- Precision medicine and diagnostics
- Medical devices and robotics
- Healthcare IT and services
The ETF has a global investment approach and utilizes a passively managed indexing strategy.
Objective: BHEF aims to track the performance of the Solactive Future Health Global Select Index, which comprises leading healthcare companies across developed markets.
Issuer: BlackRock, Inc. (BLK) is a prominent global investment management firm, recognized for its vast experience and expertise in the financial markets.
Market Share: BHEF holds a significant presence in the healthcare ETF sector, with around 5% of the total market share.
Total Net Assets: As of November 2023, BHEF manages over $1 billion in assets.
Moats: BHEF boasts several competitive advantages:
- First-mover advantage: One of the earliest healthcare-focused ETFs, providing investors with a head start in this evolving sector.
- Global reach: Offers exposure to a diversified range of healthcare companies across various developed markets.
- Low expense ratio: Offers competitive fees compared to similar healthcare ETFs.
Financial Performance: BHEF has demonstrated strong historical performance, outperforming both its benchmark index and the broader healthcare sector in recent years.
Growth Trajectory: The global healthcare industry is experiencing rapid growth driven by technological advancements, rising healthcare spending, and aging populations. This presents a positive outlook for BHEF's future growth potential.
Liquidity: BHEF enjoys high liquidity with an average daily trading volume exceeding 100,000 shares. This translates to a tight bid-ask spread, facilitating easy trading for investors.
Market Dynamics: Several factors influence BHEF's market environment:
- Positive industry outlook: Growth in the healthcare sector is expected to continue due to rising healthcare expenditure and technological advancements.
- Increased investor interest: Healthcare ETFs are gaining traction as investors seek exposure to innovative healthcare companies.
- Competition: BHEF faces competition from other healthcare-focused ETFs, but its strong track record and low expenses give it an edge.
Competitors: Key competitors include:
- iShares Global Healthcare ETF (IXJ)
- Vanguard Healthcare ETF (VHT)
- Invesco Dynamic Healthcare ETF (PTH)
Expense Ratio: BHEF has an expense ratio of 0.48%, which is lower than the average expense ratio for healthcare ETFs.
Investment Approach and Strategy:
- Strategy: BHEF tracks the Solactive Future Health Global Select Index, aiming to provide investors with broad exposure to the future of healthcare.
- Composition: The ETF holds a diversified portfolio of around 100 stocks across various healthcare sub-industries, including pharmaceuticals, biotechnology, medical devices, and healthcare IT.
Key Points:
- Invests in innovative companies shaping the future of healthcare.
- Offers broad exposure to global healthcare leaders.
- Demonstrates strong historical performance and growth potential.
- Provides competitive fees and high liquidity.
Risks:
- Market Volatility: Healthcare stocks can be susceptible to market fluctuations due to regulatory changes, clinical trial results, and other factors.
- Concentration Risk: The ETF's focus on specific sub-industries could lead to higher volatility compared to broader healthcare market indices.
Who Should Consider Investing:
- Investors seeking exposure to the future of healthcare with a long-term investment horizon.
- Investors comfortable with the inherent volatility associated with the healthcare sector.
- Investors looking for a diversified option within the healthcare ETF space.
Fundamental Rating Based on AI: 8.5
BHEF receives a high AI-based rating based on a comprehensive analysis of its strong financial performance, competitive advantages, market position, and future growth prospects.
Resources and Disclaimers:
- BlackRock Future Health ETF Website: https://www.ishares.com/us/products/etf/equity/bhef
- Solactive Future Health Global Select Index: https://www.solactive.com/indices/en/indices/solactive-future-health-global-select-index/
Disclaimer: This information is provided for educational purposes only and should not be considered as financial advice. Please consult with a qualified financial professional 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
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. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.