Horizon Kinetics Medical 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.
Horizon Kinetics Medical ETF MEDX
Morningstar’s Analysis MEDX
Will MEDX 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 MEDX 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 MEDX’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 66.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 18.74 | 4M | Healthcare |
AbbVie Inc | 8.44 | 2M | Healthcare |
US BANK MMDA - USBGFS 7 | 7.65 | 1M | Cash and Equivalents |
Novartis AG ADR | 6.97 | 1M | Healthcare |
Johnson & Johnson | 5.55 | 1M | Healthcare |
AstraZeneca PLC | 5.13 | 964,108 | Healthcare |
Alkermes PLC | 4.97 | 934,475 | Healthcare |
Bristol-Myers Squibb Co | 4.61 | 866,855 | Healthcare |
Ionis Pharmaceuticals Inc | 4.53 | 852,300 | Healthcare |
Amgen Inc | 3.96 | 744,605 | Healthcare |
United States