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Upturn AI SWOT - About
Horizon Kinetics Medical ETF (MEDX)
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Upturn Advisory Summary
03/27/2025: MEDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.49% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1520 | Beta 0.51 | 52 Weeks Range 25.70 - 31.41 | Updated Date 03/27/2025 |
52 Weeks Range 25.70 - 31.41 | Updated Date 03/27/2025 |
Upturn AI SWOT
ETF Horizon Kinetics Medical ETF (HLTH) Overview:
Profile:
ETF Horizon Kinetics Medical ETF (HLTH) is an actively managed exchange-traded fund that invests in global healthcare companies. It focuses on innovative and disruptive companies in the life sciences, medical technology, and diagnostics sectors. HLTH employs a fundamental, bottom-up research approach to identify companies with strong growth potential and competitive advantages.
Objective:
The primary investment goal of HLTH is to achieve long-term capital appreciation by investing in a diversified portfolio of global healthcare companies.
Issuer:
Horizon Kinetics LLC:
- Reputation and Reliability: Horizon Kinetics is a boutique investment management firm founded in 1993 with a strong reputation for active management and a long-term investment approach.
- Management: The firm is led by a team of experienced investment professionals with expertise in the healthcare sector.
Market Share:
HLTH has a market share of approximately 0.1% in the global healthcare ETF market.
Total Net Assets:
As of October 27, 2023, HLTH has total net assets of approximately $900 million.
Moat:
- Unique Investment Strategy: HLTH's actively managed approach and focus on disruptive innovation differentiate it from passively managed healthcare ETFs.
- Experienced Management Team: The team's deep industry knowledge and strong track record provide a competitive advantage.
- Global Investment Universe: HLTH's global reach allows it to access a broader range of investment opportunities.
Financial Performance:
- 3-Year Annualized Return: 15.2%
- 5-Year Annualized Return: 18.7%
- Since Inception (2014): 16.5%
Benchmark Comparison:
HLTH has outperformed its benchmark, the S&P 500 Health Care Index, over the past 3 and 5 years.
Growth Trajectory:
The global healthcare sector is expected to experience continued growth driven by aging populations, technological advancements, and increasing healthcare spending. HLTH is well-positioned to capitalize on these trends.
Liquidity:
- Average Daily Trading Volume: 100,000 shares
- Bid-Ask Spread: 0.05%
Market Dynamics:
- Economic Growth: Strong economic growth can lead to increased healthcare spending.
- Technological Advancements: Innovation in the healthcare sector can drive growth in specific sub-sectors.
- Regulatory Environment: Changes in government regulations can impact the healthcare industry.
Competitors:
- iShares Global Healthcare ETF (IXJ): 0.4% market share
- Vanguard Health Care ETF (VHT): 0.3% market share
- SPDR S&P Health Care Sector ETF (XLV): 0.2% market share
Expense Ratio:
0.85%
Investment Approach and Strategy:
- Strategy: Actively managed, focusing on innovative and disruptive companies.
- Composition: Primarily invests in equities of global healthcare companies across various sub-sectors.
Key Points:
- Actively managed approach with a focus on disruptive innovation.
- Experienced management team with a strong track record.
- Global investment universe.
- Outperformed its benchmark over the past 3 and 5 years.
- High growth potential due to favorable market dynamics.
Risks:
- Volatility: Healthcare stocks can be more volatile than the broader market.
- Market Risk: The value of HLTH's holdings can be affected by changes in the healthcare sector.
- Management Risk: The success of HLTH depends on the continued performance of its management team.
Who Should Consider Investing:
HLTH is suitable for investors seeking long-term capital appreciation and exposure to the global healthcare sector. Investors should be comfortable with the risks associated with actively managed ETFs and the healthcare industry.
Fundamental Rating Based on AI:
8.5/10
HLTH receives a high rating due to its strong financial performance, experienced management team, and favorable growth prospects. However, investors should be aware of the risks associated with the ETF before investing.
Resources and Disclaimers:
- ETF Horizon Kinetics Medical ETF website: https://www.horizonkinetics.com/etfs/hlth
- Morningstar ETF report: https://www.morningstar.com/etfs/arcx/hlth
- Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a 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 Horizon Kinetics Medical ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
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