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Upturn AI SWOT - About
Horizon Kinetics Medical ETF (MEDX)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 9.74% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.49 | 52 Weeks Range 23.46 - 31.41 | Updated Date 06/30/2025 |
52 Weeks Range 23.46 - 31.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
Horizon Kinetics Medical ETF
ETF Overview
Overview
The Horizon Kinetics Medical ETF focuses on companies involved in the medical sector, aiming for long-term capital appreciation through investments in innovative healthcare businesses.
Reputation and Reliability
Horizon Kinetics is known for its concentrated, research-intensive investment approach.
Management Expertise
Horizon Kinetics has a team with expertise in identifying undervalued and disruptive companies in the healthcare space.
Investment Objective
Goal
To provide long-term capital appreciation by investing in companies involved in the medical sector.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; it employs an active management strategy.
Composition The ETF primarily holds stocks of medical companies, including pharmaceuticals, biotechnology, medical devices, and healthcare services.
Market Position
Market Share: Insufficient data is available to accurately determine the ETF's specific market share.
Total Net Assets (AUM):
Competitors
Key Competitors
- XLV
- IBB
- XBI
Competitive Landscape
The ETF industry is highly competitive. Horizon Kinetics Medical ETF differentiates itself through its concentrated portfolio and focus on undervalued medical companies. XLV offers broad exposure, while IBB and XBI focus on biotechnology. The advantages and disadvantages compared to competitors depend on investors' risk and sector diversification preferences.
Financial Performance
Historical Performance: Historical performance data requires specific retrieval from financial data providers.
Benchmark Comparison: Benchmark comparison depends on the chosen benchmark; often compared to XLV or IBB.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data requires real-time retrieval from financial data providers.
Bid-Ask Spread
Bid-ask spread data requires real-time retrieval from financial data providers.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare spending trends, regulatory changes, and technological advancements influence the ETF.
Growth Trajectory
Growth trends depend on the ETF's ability to identify and invest in successful medical companies and react to changes in strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
The Horizon Kinetics Medical ETF aims to provide a competitive edge through its active management, concentrated portfolio, and focus on identifying undervalued companies within the medical sector. This approach potentially leads to higher returns compared to broader healthcare ETFs if the investment team's stock selection proves successful. Additionally, their deep research and long-term investment horizon are aimed to drive success. The emphasis on innovative companies may differentiate it from more established healthcare ETFs.
Risk Analysis
Volatility
Historical volatility depends on the ETF's price fluctuations over time.
Market Risk
The ETF is subject to market risk associated with the healthcare sector, including regulatory changes, patent expirations, and clinical trial failures.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation with a higher risk tolerance and an interest in the healthcare sector.
Market Risk
The ETF is best suited for long-term investors who understand the risks associated with investing in a concentrated portfolio of medical companies.
Summary
The Horizon Kinetics Medical ETF aims to capitalize on growth opportunities within the medical sector through active management and a focused portfolio. Its concentrated approach targets undervalued companies, potentially offering higher returns but also higher risk. It is geared towards long-term investors seeking exposure to medical innovation. However, potential investors should carefully consider the ETF's expense ratio and past performance relative to its peers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Yahoo Finance
- Company Fact Sheet
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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.
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.