(HELX) Franklin Genomic - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US35473P5200 • Health
HELX: Genomics, Healthcare, DNA, Medicine, Technology, Biotech, Science
The Franklin Genomic Advancements ETF (BATS:HELX) is a non-diversified investment fund focused on companies driving innovation in genomic sciences and related biotechnology sectors. Under normal market conditions, the fund allocates at least 80% of its net assets to equity securities of firms involved in genomic advancements, primarily through common stocks. While it may explore opportunities across various economic sectors, its investments are heavily concentrated in healthcare-related industries.
As of the latest data, HELX has an average 20-day trading volume of 1,913 shares, with a last price of $28.71. Its short-term and medium-term moving averages (20-day: $29.66, 50-day: $29.82) suggest recent price fluctuations, while the 200-day SMA of $31.30 indicates a downward trend over the longer term. The Average True Range (ATR) of 0.44 reflects moderate volatility, while the funds assets under management (AUM) stand at $11.87 million.
Over the next three months, HELX is expected to face resistance near its 50-day SMA of $29.82, with potential support at its 200-day SMA of $31.30. The ATR of 0.44 suggests that price movements may remain bounded within a narrow range. Given the funds concentrated exposure to healthcare and biotechnology, its performance will likely hinge on sector-specific developments and broader market sentiment.
Additional Sources for HELX ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HELX ETF Overview
Market Cap in USD | 11m |
Category | Health |
TER | 0.50% |
IPO / Inception | 2020-02-25 |
HELX ETF Ratings
Growth 5y | -12.1% |
Fundamental | - |
Dividend | 6.0% |
Rel. Strength Industry | -21.8 |
Analysts | - |
Fair Price Momentum | 23.76 USD |
Fair Price DCF | - |
HELX Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 20.0% |
HELX Growth Ratios
Growth Correlation 3m | -23.4% |
Growth Correlation 12m | -55.9% |
Growth Correlation 5y | -46.3% |
CAGR 5y | 7.72% |
CAGR/Max DD 5y | 0.14 |
Sharpe Ratio 12m | -0.71 |
Alpha | -23.59 |
Beta | 1.01 |
Volatility | 22.36% |
Current Volume | 0.8k |
Average Volume 20d | 1.9k |
As of March 14, 2025, the stock is trading at USD 27.68 with a total of 800 shares traded.
Over the past week, the price has changed by -3.56%, over one month by -8.22%, over three months by -8.17% and over the past year by -15.31%.
Neither. Based on ValueRay Analyses, Franklin Genomic is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of -12.11 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HELX as of March 2025 is 23.76. This means that HELX is currently overvalued and has a potential downside of -14.16%.
Franklin Genomic has no consensus analysts rating.
According to ValueRays Forecast Model, HELX Franklin Genomic will be worth about 26.5 in March 2026. The stock is currently trading at 27.68. This means that the stock has a potential downside of -4.3%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 26.5 | -4.3% |