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Morningstar

Principal Healthcare Innovators ETF BTEC

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

Morningstar’s Analysis BTEC

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

  • People Pillar

    The People Pillar is our evaluation of the BTEC 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 BTEC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Principal Healthcare Innovators ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BTEC

More BTEC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

3.30 1.2 Mil
Healthcare

Alnylam Pharmaceuticals Inc

3.29 1.2 Mil
Healthcare

Illumina Inc

2.95 1.1 Mil
Healthcare

Exact Sciences Corp

2.56 930,034
Healthcare

Sarepta Therapeutics Inc

2.48 901,645
Healthcare

Natera Inc

2.42 879,631
Healthcare

Catalent Inc

2.29 833,688
Healthcare

Roivant Sciences Ltd Ordinary Shares

1.94 704,868
Healthcare

Cerevel Therapeutics Holdings Inc Ordinary Shares

1.74 631,837
Healthcare

Intra-Cellular Therapies Inc

1.64 598,034
Healthcare