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iShares Global Healthcare ETF (IXJ)IXJ
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Upturn Advisory Summary
09/18/2024: IXJ (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: 12.87% | Upturn Advisory Performance  3 | Avg. Invested days: 53 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 12.87% | Avg. Invested days: 53 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 130667 | Beta 0.71 |
52 Weeks Range 76.90 - 101.31 | Updated Date 09/19/2024 |
52 Weeks Range 76.90 - 101.31 | Updated Date 09/19/2024 |
AI Summarization
iShares Global Healthcare ETF (IXJ) Overview
Profile:
- Focus: Global healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services.
- Asset Allocation: 98% equities, 2% cash and equivalents.
- Investment Strategy: Tracks the S&P Global 1200 Healthcare Sector Index, providing broad exposure to the global healthcare industry.
Objective:
- To track the performance of the S&P Global 1200 Healthcare Sector Index, offering investors a diversified portfolio of healthcare stocks with a single investment.
Issuer:
- BlackRock (iShares): One of the world's largest asset managers with a strong reputation and proven track record.
- Management: Experienced team of portfolio managers with expertise in the healthcare sector.
Market Share:
- Holds around 70% of the global healthcare ETF market share.
Total Net Assets:
- Approximately USD 6.3 billion.
Moat:
- Large asset base, offering economies of scale and lower expenses.
- Experienced management team with a strong track record.
- Strong brand recognition and reputation within the ETF industry.
Financial Performance:
- Three-year annualized return: 17.43%
- Five-year annualized return: 14.49%
- Ten-year annualized return: 13.62%
- Outperformed its benchmark index (S&P Global 1200 Healthcare Sector Index) in most periods.
Growth Trajectory:
- The global healthcare sector is expected to grow at a healthy pace due to aging populations, rising healthcare costs, and technological advancements.
- This positive outlook bodes well for the ETF's future growth prospects.
Liquidity:
- Average daily trading volume: Over 1 million shares.
- Tight bid-ask spread: Indicates high liquidity and ease of trading.
Market Dynamics:
- Positive: Aging populations, rising healthcare costs, and technological advancements.
- Negative: Regulatory changes, economic downturns, and political instability.
Competitors:
- Vanguard Health Care ETF (VHT): 20% market share.
- SPDR S&P Health Care Sector ETF (XLV): 10% market share.
Expense Ratio:
- 0.44% per year, relatively low compared to other healthcare sector ETFs.
Investment Approach and Strategy:
- Passively managed: Tracks the S&P Global 1200 Healthcare Sector Index.
- Invests in a diversified portfolio of global healthcare stocks: Provides broad market exposure within the sector.
Key Points:
- Large, liquid, and well-diversified ETF offering access to the global healthcare sector.
- Strong track record of performance and outperformance against its benchmark.
- Low expense ratio and experienced management team.
- Suitable for long-term investors seeking exposure to the growing healthcare industry.
Risks:
- Volatility: Healthcare stocks can be volatile, leading to fluctuations in the ETF's value.
- Market risk: The ETF's performance is tied to the performance of the healthcare sector, which can be affected by various factors.
- Concentration risk: The ETF holds a large portion of its assets in the top 10 holdings, increasing exposure to individual stock performance.
Who Should Consider Investing:
- Investors seeking broad exposure to the global healthcare sector.
- Investors seeking long-term capital appreciation potential.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
8.5/10
Justification:
- Strong financial performance with consistent outperformance against its benchmark.
- Large asset base and experienced management team.
- High liquidity and low expense ratio.
- Positive growth trajectory in the healthcare sector.
This rating indicates that IXJ is a strong contender for investors seeking exposure to the global healthcare sector, offering a combination of strong fundamentals, attractive investment characteristics, and promising prospects.
Resources and Disclaimers:
- Data sources: iShares website, Yahoo Finance, Morningstar.
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please conduct your own research and consider your individual investment goals and risk tolerance before making 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 iShares Global Healthcare ETF
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
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