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Tema Obesity & Cardiometabolic ETF HRTS

Morningstar Medalist Rating
Medalist Rating as of | See Tema Global Investment Hub

Morningstar’s Analysis HRTS

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

  • People Pillar

    The People Pillar is our evaluation of the HRTS 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 HRTS’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 Tema Obesity& Cardiometabolic ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HRTS

More HRTS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertex Pharmaceuticals Inc

5.39 3.3 Mil
Healthcare

Amgen Inc

5.34 3.3 Mil
Healthcare

Eli Lilly and Co

4.96 3.0 Mil
Healthcare

Novo Nordisk A/S Class B

4.70 2.9 Mil
Healthcare

DexCom Inc

4.25 2.6 Mil
Healthcare

Insulet Corp

3.07 1.9 Mil
Healthcare

Crinetics Pharmaceuticals Inc

2.96 1.8 Mil
Healthcare

Cytokinetics Inc

2.86 1.8 Mil
Healthcare

Medtronic PLC

2.83 1.7 Mil
Healthcare

Edwards Lifesciences Corp

2.80 1.7 Mil
Healthcare