Tema Heart & Health ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Tema Heart & Health ETF HRTS
Morningstar’s Analysis HRTS
Will HRTS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 12.11 | 6M | Healthcare |
UnitedHealth Group Inc | 5.60 | 3M | Healthcare |
Novo Nordisk AS Class B | 5.02 | 3M | Healthcare |
Roche Holding AG ADR | 4.41 | 2M | Healthcare |
Merck & Co Inc | 4.35 | 2M | Healthcare |
AstraZeneca PLC | 3.93 | 2M | Healthcare |
Thermo Fisher Scientific Inc | 3.84 | 2M | Healthcare |
Johnson & Johnson | 3.80 | 2M | Healthcare |
Novartis AG Registered Shares | 3.43 | 2M | Healthcare |
Gilead Sciences Inc | 3.22 | 2M | Healthcare |
United States