HELXFranklin Genomic Advancements ETF
HELX Fund Description
HELX is an actively managed portfolio of global equity securities of companies relevant to genomic discovery.
HELX Factset Analytics Insight
HELX invests in global companies benefitting from the advancements of genomic-based research techniques and technologies that are designed to extend or enhance the quality of life. The fund advisor uses fundamental research to identify and select stocks they feel best positioned to capitalize on such genomic advancements. Companies may include those that research, develop, produce or manufacture bionic devices, molecular medicine, pharmaceuticals and agricultural applications. HELX is one of the first three thematic funds to launch from Franklin Templeton.
HELX MSCI ESG Analytics Insight
Franklin Genomic Advancements ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.54 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Franklin Genomic Advancements ETF ranks in the 18th percentile within its peer group and in the 35th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HELX MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
HELX Summary Data
HELX Portfolio Data
HELX Index Data
HELX Portfolio Management
HELX Tax Exposures
HELX Fund Structure
HELX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HELX. HELX is rated a 5 out of 5.
HELX Top 10 Holdings[View All]
HELX Economic Development
HELX Performance Statistics
HELX MSCI ESG Ratings
HELX Benchmark Comparison Summary
HELX Benchmark Comparison Market Cap Size