Morningstar

Franklin Genomic Advancements ETF HELX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis HELX

Will HELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Franklin Genomic Advancements ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HELX

More HELX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medpace Holdings Inc

5.70 551,516
Healthcare

Vertex Pharmaceuticals Inc

5.36 518,888
Healthcare

Danaher Corp

5.32 514,797
Healthcare

Regeneron Pharmaceuticals Inc

5.21 504,662
Healthcare

Thermo Fisher Scientific Inc

5.06 490,307
Healthcare

Eli Lilly and Co

4.74 459,084
Healthcare

Krystal Biotech Inc

4.25 410,965
Healthcare

Natera Inc

3.89 376,657
Healthcare

Samsung BioLogics Co Ltd

3.78 365,767
Healthcare

AstraZeneca PLC ADR

2.66 257,233
Healthcare

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