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AZNH - ETF AI Analysis
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AstraZeneca PLC ADRhedged (AZNH)
Rating:75Outperform
Price Target:
$57.00
Positive Factors
Strong Top Holding
AstraZeneca, the ETF's largest position, has delivered strong year-to-date performance, driving overall fund returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective for investors compared to similar funds.
Focused Sector Strength
The ETF's heavy exposure to the health care sector benefits from the strong performance of its leading holding.
Negative Factors
Extreme Concentration
Nearly all of the ETF's assets are concentrated in a single stock, increasing the risk tied to AstraZeneca's performance.
Lack of Sector Diversification
The ETF is entirely focused on the health care sector, leaving investors exposed to sector-specific risks.
Minimal Geographic Diversification
The fund is overwhelmingly invested in U.S.-based exposure, limiting protection against global market opportunities.
AZNH vs. SPDR S&P 500 ETF (SPY)
AUM1.51M
RegionEurope
Expense Ratio0.19%
Beta0.19
IssuerADRhedged
Inception DateOct 01, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedAstraZeneca PLC - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,115
30 Day Avg. Volume3,839
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
57.18Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering3
AZNH Summary
The AZNH ETF focuses on the Health Care sector, specifically the Pharma, Biotech & Life Sciences niche, with AstraZeneca as its primary holding. This ETF is designed to give investors exposure to cutting-edge health care advancements and innovation, while reducing currency risks through its ADRhedged feature. AstraZeneca is a global leader in pharmaceuticals, known for its strong research and development pipeline. Investors might consider this ETF for its potential growth in the health care industry. However, it is heavily dependent on AstraZeneca's performance, so if the company faces challenges, the ETF's value could be impacted.
How much will it cost me?The AZNH ETF has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it focuses on a specific sector and mitigates currency risk while maintaining a streamlined portfolio.
What would affect this ETF?The AZNH ETF could benefit from advancements in pharmaceutical research and development, particularly AstraZeneca's strong pipeline of innovative treatments and its focus on addressing global health challenges. However, potential risks include regulatory changes in the health care sector, competition from other biotech companies, and economic conditions in the U.K. and Europe that may impact the industry. Additionally, while the ADRhedged feature reduces currency risk, broader market volatility could still affect investor sentiment.
AZNH Top 10 Holdings
The AZNH ETF is laser-focused on AstraZeneca, with the pharmaceutical giant making up nearly the entire fund. AstraZeneca’s steady gains this year have been a key driver of the ETF’s performance, buoyed by strong earnings and a promising research pipeline. However, the fund’s heavy reliance on a single stock means its fortunes are closely tied to AstraZeneca’s trajectory, leaving little room for diversification. With its European roots and emphasis on health care innovation, this ETF is a concentrated bet on the U.K.-based pharma leader.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AstraZeneca | 96.28% | $1.45M | $257.12B | 12.91% | 77 Outperform | |
| ― | 3.45% | $51.91K | ― | ― | ― |
AZNH Technical Analysis
Positive
―
Price Trends
48.72
Positive
46.04
Positive
45.19
Positive
Market Momentum
0.61
Positive
54.33
Neutral
27.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AZNH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 50.82, equal to the 50-day MA of 48.72, and equal to the 200-day MA of 45.19, indicating a neutral trend. The MACD of 0.61 indicates Positive momentum. The RSI at 54.33 is Neutral, neither overbought nor oversold. The STOCH value of 27.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AZNH.
AZNH Peer Comparison
Comparison Results
Performance Comparison
AZNH
AstraZeneca PLC ADRhedged
50.23
5.59
12.52%
HSBH
HSBC Holdings plc ADRhedged
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SHEH
Shell plc ADRhedged
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BPH
BP p.l.c. ADRhedged
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ARMH
Arm Holdings PLC ADRhedged
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GSKH
GSK plc ADRhedged
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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