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Virtus LifeSci Biotech Clinical Trls ETF BBC

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis BBC

Will BBC 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 BBC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBC 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 BBC’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 Virtus LifeSci Biotech Clinical Trls 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BBC

More BBC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viking Therapeutics Inc

3.16 352,805
Healthcare

Alpine Immune Sciences Inc

2.65 296,579
Healthcare

Cullinan Therapeutics Inc

2.59 289,140
Healthcare

Avidity Biosciences Inc Ordinary Shares

2.54 284,074
Healthcare

Vera Therapeutics Inc Class A

2.40 268,048
Healthcare

Bny Mellon Cash Reserve Usd

2.07 231,644
Cash and Equivalents

Sana Biotechnology Inc Ordinary Shares

1.94 217,140
Healthcare

Spyre Therapeutics Inc

1.87 208,825
Healthcare

Apogee Therapeutics Inc

1.81 202,413
Healthcare

Dyne Therapeutics Inc Ordinary Shares

1.72 192,308
Healthcare